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Priebe Wealth Holdings’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Priebe Wealth Holdings’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
2025
Q2 		$1.09M Sell
39,775
-2,450
-6% -$65.9K 0.95% 22
2025
Q1 		$1.19M Sell
42,225
-8,200
-16% -$227K 0.74% 25
2024
Q4 		$1.34M Buy
50,425
+25,100
+99% +$696K 0.91% 17
2024
Q3 		$707K Buy
25,325
+1,600
+7% +$42.6K 0.51% 26
2024
Q2 		$589K Buy
23,725
+500
+2% +$12.4K 0.47% 28
2024
Q1 		$587K Buy
23,225
+1,200
+5% +$28.9K 0.46% 28
2023
Q4 		$529K Buy
+22,025
New +$501K 0.43% 34

Other funds holding FDV

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Priebe Wealth Holdings's FDV Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its Federated Hermes US Strategic Dividend ETF (FDV) stake by 5.8% in Q2 2025, selling an estimated $65.9K and leaving 39,775 shares worth $1.09M. The position accounts for 0.95% of the portfolio, ranked #22.

Priebe Wealth Holdings first reported a position in FDV in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2024. 48 funds tracked by Wall St. Rank hold FDV as of Q2 2025.

  • Priebe Wealth Holdings held 39,775 shares of Federated Hermes US Strategic Dividend ETF worth $1.09M as of Q2 2025.
  • Priebe Wealth Holdings sold 2,450 Federated Hermes US Strategic Dividend ETF shares in Q2 2025, an estimated $65.9K.
  • Federated Hermes US Strategic Dividend ETF made up 0.95% of Priebe Wealth Holdings's portfolio in Q2 2025, its #22 holding.
  • Priebe Wealth Holdings first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's Federated Hermes US Strategic Dividend ETF position peaked at $1.34M in Q4 2024.
  • 48 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.