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Steward Partners Investment Advisory’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$1.91M Buy
76,540
+36,540
+91% +$914K 0.01% 872
2025
Q4 		$999K Buy
+40,000
New +$1M 0.01% 1070

Other funds holding FLUD

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's FLUD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Franklin Ultra Short Bond ETF (FLUD) stake by 91% in Q1 2026, buying an estimated $914K and bringing the position to 76,540 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #872.

Steward Partners Investment Advisory first reported a position in FLUD in Q4 2025 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold FLUD as of Q1 2026.

  • Steward Partners Investment Advisory held 76,540 shares of Franklin Ultra Short Bond ETF worth $1.91M as of Q1 2026.
  • Steward Partners Investment Advisory bought 36,540 Franklin Ultra Short Bond ETF shares in Q1 2026, an estimated $914K.
  • Franklin Ultra Short Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #872 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin Ultra Short Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.