Kestra Private Wealth Services
FLUD icon

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
Q3 		$6.5M Buy
259,846
+9,925
+4% +$248K 0.07% 292
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

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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Kestra Private Wealth Services's FLUD Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Franklin Ultra Short Bond ETF (FLUD) stake by 4% in Q3 2026, buying an estimated $248K and bringing the position to 259,846 shares worth $6.5M. The position accounts for 0.07% of the portfolio, ranked #292.

Kestra Private Wealth Services first reported a position in FLUD in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold FLUD as of Q3 2026.

  • Kestra Private Wealth Services held 259,846 shares of Franklin Ultra Short Bond ETF worth $6.5M as of Q3 2026.
  • Kestra Private Wealth Services bought 9,925 Franklin Ultra Short Bond ETF shares in Q3 2026, an estimated $248K.
  • Franklin Ultra Short Bond ETF made up 0.07% of Kestra Private Wealth Services's portfolio in Q3 2026, its #292 holding.
  • Kestra Private Wealth Services first reported a position in Franklin Ultra Short Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.