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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
Q2 		$1.71M Sell
68,360
-8,180
-11% -$204K 0.01% 995
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 $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
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
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

Steward Partners Investment Advisory's FLUD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Franklin Ultra Short Bond ETF (FLUD) stake by 11% in Q2 2026, selling an estimated $204K and leaving 68,360 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #995.

Steward Partners Investment Advisory first reported a position in FLUD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q1 2026. 28 funds tracked by Wall St. Rank hold FLUD as of Q2 2026.

  • Steward Partners Investment Advisory held 68,360 shares of Franklin Ultra Short Bond ETF worth $1.71M as of Q2 2026.
  • Steward Partners Investment Advisory sold 8,180 Franklin Ultra Short Bond ETF shares in Q2 2026, an estimated $204K.
  • Franklin Ultra Short Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #995 holding.
  • Steward Partners Investment Advisory first reported a position in Franklin Ultra Short Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Franklin Ultra Short Bond ETF position peaked at $1.91M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.