HIW
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Holos Integrated Wealth’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Holos Integrated Wealth’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 		– Sell
-20
Closed -$615 – 388
2026
Q1 		$615 Buy
+20
New +$613 ﹤0.01% 376

Other funds holding FDV

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
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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IG
IFS Group York, Pennsylvania $72.8M AUM
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Holos Integrated Wealth's FDV Position: Q2 2026 in Review

Holos Integrated Wealth sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q2 2026, closing a stake of 20 shares — an estimated $615 sold.

Holos Integrated Wealth first reported a position in FDV in Q1 2026 and held it in 1 quarter. The position peaked at $615 in Q1 2026. 15 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Holos Integrated Wealth reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 20 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $615.
  • Holos Integrated Wealth first reported a position in Federated Hermes US Strategic Dividend ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's Federated Hermes US Strategic Dividend ETF position peaked at $615 in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.