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Equibles

Creative Planning

Position in PPT — Franklin Premier Income Trust

CIK 1540235 OVERLAND PARK, KS
Back to PPT Full portfolio

Position in PPT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$286,581
-$4,927 QoQ
Shares Held
82,115
0.0% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 100 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PPT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Creative Planning holds $559,880,439 across 178 Asset Management names. PPT ranks #119 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 436,815 $51,400,020
2 TROW
Price T Rowe Group Inc
 420,488 $47,805,280
3 BN
BROOKFIELD Corp /ON/
 885,994 $37,734,483
4 CGBD
Carlyle Secured Lending, Inc.
 3,086,927 $32,505,340
5 BLK
BlackRock, Inc.
 33,365 $32,082,448
6 BXSL
Blackstone Secured Lending Fund
 1,288,752 $30,556,309
7
452,530 $23,508,932
8 STT
State Street Corp
 137,249 $23,277,430

All Filings in PPT

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $286,581 82,115
2026-03-31 $291,508 82,115
2025-12-31 $278,130 78,568
2025-09-30 $289,915 78,568
2025-06-30 $288,340 78,567
2025-03-31 $283,626 78,567
2024-12-31 $279,698 78,567
2024-09-30 $288,951 77,467
2024-06-30 $300,243 83,867
2024-03-31 $272,683 77,467
2023-12-31 $328,996 92,156
2023-09-30 $558,421 166,693
2023-06-30 $60,811 17,276
2023-03-31 $57,586 16,176
2022-12-31 $59,807 16,476
2022-09-30 $43,808 12,237
2022-06-30 $49,502 13,027
2022-03-31 $51,977 13,027
2021-12-31 $55,625 13,027
2021-09-30 $59,533 13,027
2021-06-30 $60,705 13,027
2021-03-31 $69,699 14,312
2020-12-31 $57,367 12,337
2020-09-30 $54,899 12,337
2020-06-30 $60,141 12,688
2020-03-31 $57,603 12,688