Back to PPT
Wavvest Wealth LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
1
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 78.5K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M
Other Wavvest Wealth LLC positions
IVZ
$9.4MINVESCO S&P 500 EQUAL WEIGHT ETF
ETHA
$8.9MISHARES CORE S&P 500 ETF
KOLD
$6.2MPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
JPM-PM
$5.2MJPMORGAN ULTRA-SHORT INCOME ETF
ETHA
$4.7MISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
ETHA
$4.3MISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
SPY
$4.1MSTATE STREET SPDR S&P 500 ETF
CRDO
$3.7MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF