AWM
FLUD icon

AE Wealth Management’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

AE Wealth Management’s Portfolio FLUD Stock Details FLUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50 Hold
2
– – ﹤0.01% 2644
2026
Q1 		$50 Sell
2
-110
-98% -$2.75K ﹤0.01% 2576
2025
Q4 		$2.8K Sell
112
-79
-41% -$1.98K ﹤0.01% 2309
2025
Q3 		$4.79K Sell
191
-12
-6% -$300 ﹤0.01% 2085
2025
Q2 		$5.08K Sell
203
-1,872
-90% -$46.7K ﹤0.01% 1955
2025
Q1 		$51.9K Sell
2,075
-5,854
-74% -$146K ﹤0.01% 1579
2024
Q4 		$197K Buy
+7,929
New +$197K ﹤0.01% 1282

Other funds holding FLUD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

AE Wealth Management's FLUD Position: Q2 2026 in Review

AE Wealth Management held its Franklin Ultra Short Bond ETF (FLUD) position steady in Q2 2026 at 2 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

AE Wealth Management first reported a position in FLUD in Q4 2024 and has held it in 7 quarters since. The position peaked at $197K in Q4 2024. 8 funds tracked by Wall St. Rank hold FLUD as of Q2 2026.

  • AE Wealth Management held 2 shares of Franklin Ultra Short Bond ETF worth $50 as of Q2 2026.
  • AE Wealth Management left its Franklin Ultra Short Bond ETF share count unchanged in Q2 2026.
  • Franklin Ultra Short Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2644 holding.
  • AE Wealth Management first reported a position in Franklin Ultra Short Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's Franklin Ultra Short Bond ETF position peaked at $197K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.