SW
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Simplicity Wealth’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

Simplicity Wealth’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 		$201K Buy
+8,021
New +$200K 0.01% 986

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

Simplicity Wealth's FLUD Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Franklin Ultra Short Bond ETF (FLUD) in Q2 2026: 8,021 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #986 among its holdings.

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

  • Simplicity Wealth held 8,021 shares of Franklin Ultra Short Bond ETF worth $201K as of Q2 2026.
  • Franklin Ultra Short Bond ETF was a new Simplicity Wealth position in Q2 2026.
  • Franklin Ultra Short Bond ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #986 holding.
  • 8 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.