JPLA
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Joseph P. Lucia & Associates’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

Joseph P. Lucia & Associates’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 		$1.18M Buy
+47,132
New +$1.18M 0.35% 60

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
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Joseph P. Lucia & Associates's FLUD Position: Q2 2026 in Review

Joseph P. Lucia & Associates opened a new position in Franklin Ultra Short Bond ETF (FLUD) in Q2 2026: 47,132 shares worth $1.18M. The stake represents 0.35% of the portfolio and ranks #60 among its holdings.

8 funds tracked by Wall St. Rank hold FLUD as of Q2 2026.

  • Joseph P. Lucia & Associates held 47,132 shares of Franklin Ultra Short Bond ETF worth $1.18M as of Q2 2026.
  • Franklin Ultra Short Bond ETF was a new Joseph P. Lucia & Associates position in Q2 2026.
  • Franklin Ultra Short Bond ETF made up 0.35% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #60 holding.
  • 8 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.