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Kestra Private Wealth Services’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

Kestra Private Wealth Services’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 		$6.26M Buy
249,921
+34,752
+16% +$868K 0.07% 293
2026
Q1 		$5.38M Buy
+215,169
New +$5.38M 0.07% 311

Other funds holding FLUD

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

Kestra Private Wealth Services's FLUD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Franklin Ultra Short Bond ETF (FLUD) stake by 16% in Q2 2026, buying an estimated $868K and bringing the position to 249,921 shares worth $6.26M. The position accounts for 0.07% of the portfolio, ranked #293.

Kestra Private Wealth Services first reported a position in FLUD in Q1 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold FLUD as of Q2 2026.

  • Kestra Private Wealth Services held 249,921 shares of Franklin Ultra Short Bond ETF worth $6.26M as of Q2 2026.
  • Kestra Private Wealth Services bought 34,752 Franklin Ultra Short Bond ETF shares in Q2 2026, an estimated $868K.
  • Franklin Ultra Short Bond ETF made up 0.07% of Kestra Private Wealth Services's portfolio in Q2 2026, its #293 holding.
  • Kestra Private Wealth Services first reported a position in Franklin Ultra Short Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.