Global Retirement Partners’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Global Retirement Partners’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	$701K	Buy	+22,339	New	+$697K	0.01%	882
2025 Q4	$768K	Sell	26,845 -190	-0.7%	-$5.43K	0.01%	744
2025 Q3	$774K	Sell	27,035 -983	-4%	-$27.9K	0.02%	620
2025 Q2	$769K	Buy	+28,018	New	+$753K	0.02%	578
2024 Q4	$5.32K	Hold	200	–	–	﹤0.01%	2652
2024 Q3	$5.58K	Hold	200	–	–	﹤0.01%	2521
2024 Q2	$4.97K	Hold	200	–	–	﹤0.01%	2614
2024 Q1	$5.06K	Hold	200	–	–	﹤0.01%	2394
2023 Q4	$4.79K	Hold	200	–	–	﹤0.01%	2339
2023 Q3	$4.38K	Buy	200 +100	+100%	+$2.37K	﹤0.01%	2237
2023 Q2	$2.38K	Buy	+100	New	+$2.39K	﹤0.01%	2477

Other funds holding FDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Global Retirement Partners's FDV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Federated Hermes US Strategic Dividend ETF (FDV) in Q2 2026: 22,339 shares worth $701K. The stake represents 0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FDV as recently as Q4 2025.

Global Retirement Partners first reported a position in FDV in Q2 2023 and has held it in 11 quarters since. The position peaked at $774K in Q3 2025. 76 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

Global Retirement Partners held 22,339 shares of Federated Hermes US Strategic Dividend ETF worth $701K as of Q2 2026.
Federated Hermes US Strategic Dividend ETF was a new Global Retirement Partners position in Q2 2026.
Federated Hermes US Strategic Dividend ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #882 holding.
Global Retirement Partners first reported a position in Federated Hermes US Strategic Dividend ETF in Q2 2023 and has held it in 11 quarters since.
Global Retirement Partners's Federated Hermes US Strategic Dividend ETF position peaked at $774K in Q3 2025.
76 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.