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Abound Wealth Management’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Abound Wealth Management’s Portfolio FDV Stock Details FDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.85K Sell
154
-648
-81% -$20.2K ﹤0.01% 608
2026
Q1 		$24.7K Buy
+802
New +$24.6K 0.01% 351

Other funds holding FDV

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Abound Wealth Management's FDV Position: Q2 2026 in Review

Abound Wealth Management reduced its Federated Hermes US Strategic Dividend ETF (FDV) stake by 81% in Q2 2026, selling an estimated $20.2K and leaving 154 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Abound Wealth Management first reported a position in FDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.7K in Q1 2026. 7 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Abound Wealth Management held 154 shares of Federated Hermes US Strategic Dividend ETF worth $4.85K as of Q2 2026.
  • Abound Wealth Management sold 648 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $20.2K.
  • Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #608 holding.
  • Abound Wealth Management first reported a position in Federated Hermes US Strategic Dividend ETF in Q1 2026 and has held it in 2 quarters since.
  • Abound Wealth Management's Federated Hermes US Strategic Dividend ETF position peaked at $24.7K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.