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Prosperity Financial Group’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

Prosperity Financial Group’s Portfolio FTRB Stock Details FTRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
41,479
+3,184
+8% +$80.1K 0.32% 87
2026
Q1 		$963K Buy
38,295
+1,910
+5% +$48.5K 0.36% 81
2025
Q4 		$924K Sell
36,385
-2,461
-6% -$62.8K 0.33% 83
2025
Q3 		$986K Buy
38,846
+7,500
+24% +$189K 0.36% 76
2025
Q2 		$787K Buy
31,346
+2,043
+7% +$50.9K 0.33% 79
2025
Q1 		$734K Sell
29,303
-1,571
-5% -$39K 0.37% 69
2024
Q4 		$762K Buy
+30,874
New +$776K 0.38% 70

Other funds holding FTRB

HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
BWS
Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Prosperity Financial Group's FTRB Position: Q2 2026 in Review

Prosperity Financial Group increased its Federated Hermes Total Return Bond ETF (FTRB) stake by 8.3% in Q2 2026, buying an estimated $80.1K and bringing the position to 41,479 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #87.

Prosperity Financial Group first reported a position in FTRB in Q4 2024 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold FTRB as of Q2 2026.

  • Prosperity Financial Group held 41,479 shares of Federated Hermes Total Return Bond ETF worth $1.04M as of Q2 2026.
  • Prosperity Financial Group bought 3,184 Federated Hermes Total Return Bond ETF shares in Q2 2026, an estimated $80.1K.
  • Federated Hermes Total Return Bond ETF made up 0.32% of Prosperity Financial Group's portfolio in Q2 2026, its #87 holding.
  • Prosperity Financial Group first reported a position in Federated Hermes Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 52 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.