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Summit Investment Advisory Services, LLC → PPT
Summit Investment Advisory Services, LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
2
Latest value
$45.2M
Q3 2026
Peak value
$45.2M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $44.1M |
| Q3 2026 | $45.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $45.2M | 859.5K | — | — |
| Q2 2026 | $44.1M | 866.0K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M
Other Summit Investment Advisory Services, LLC positions
COF-PN
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COF-PN
$44.1MCAPITAL GROUP GROWTH ETF
COF-PN
$43.9MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$42.1MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$40.8MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$38.4MCAPITAL GROUP DIVIDEND VALUE