Prosperity Financial Group’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

Prosperity Financial Group’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
2025 Q1	–	Sell	-20,671	Closed	-$513K	–	177
2024 Q4	$513K	Sell	20,671 -1,126	-5%	-$28K	0.26%	89
2024 Q3	$544K	Sell	21,797 -38,860	-64%	-$968K	0.3%	80
2024 Q2	$1.51M	Buy	+60,657	New	+$1.51M	0.95%	34

Other funds holding FLUD

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prosperity Financial Group's FLUD Position: Q1 2025 in Review

Prosperity Financial Group sold out of Franklin Ultra Short Bond ETF (FLUD) in Q1 2025, closing a stake of 20,671 shares — an estimated $513K sold.

Prosperity Financial Group first reported a position in FLUD in Q2 2024 and held it in 3 quarters. The position peaked at $1.51M in Q2 2024. 6 funds tracked by Wall St. Rank hold FLUD as of Q1 2025.

Prosperity Financial Group reported no remaining Franklin Ultra Short Bond ETF position as of Q1 2025 after selling out during the quarter.
Prosperity Financial Group sold 20,671 Franklin Ultra Short Bond ETF shares in Q1 2025, an estimated $513K.
Prosperity Financial Group first reported a position in Franklin Ultra Short Bond ETF in Q2 2024 and held it in 3 quarters.
Prosperity Financial Group's Franklin Ultra Short Bond ETF position peaked at $1.51M in Q2 2024.
6 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q1 2025.

Based on Prosperity Financial Group's 13F filing for Q1 2025, filed 15 May 2025.