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Claro Advisors’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Claro Advisors’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 		$970K Buy
30,906
+1,166
+4% +$36.4K 0.1% 166
2026
Q1 		$916K Buy
29,740
+2,799
+10% +$85.8K 0.11% 158
2025
Q4 		$771K Buy
26,941
+5,199
+24% +$149K 0.11% 172
2025
Q3 		$622K Buy
21,742
+2,432
+13% +$69K 0.09% 191
2025
Q2 		$530K Buy
19,310
+2,225
+13% +$59.8K 0.09% 199
2025
Q1 		$481K Buy
17,085
+131
+0.8% +$3.63K 0.06% 273
2024
Q4 		$451K Buy
16,954
+154
+0.9% +$4.27K 0.06% 263
2024
Q3 		$469K Buy
16,800
+238
+1% +$6.33K 0.06% 273
2024
Q2 		$411K Sell
16,562
-4,668
-22% -$115K 0.06% 260
2024
Q1 		$537K Buy
21,230
+11
+0.1% +$265 0.09% 226
2023
Q4 		$509K Sell
21,219
-2,805
-12% -$63.8K 0.11% 211
2023
Q3 		$537K Buy
24,024
+10,275
+75% +$243K 0.13% 187
2023
Q2 		$327K Buy
+13,749
New +$329K 0.08% 250

Other funds holding FDV

NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Claro Advisors's FDV Position: Q2 2026 in Review

Claro Advisors increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 3.9% in Q2 2026, buying an estimated $36.4K and bringing the position to 30,906 shares worth $970K. The position accounts for 0.1% of the portfolio, ranked #166.

Claro Advisors first reported a position in FDV in Q2 2023 and has held it in 13 quarters since. 28 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Claro Advisors held 30,906 shares of Federated Hermes US Strategic Dividend ETF worth $970K as of Q2 2026.
  • Claro Advisors bought 1,166 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $36.4K.
  • Federated Hermes US Strategic Dividend ETF made up 0.1% of Claro Advisors's portfolio in Q2 2026, its #166 holding.
  • Claro Advisors first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2023 and has held it in 13 quarters since.
  • 28 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.