Schneider Downs Wealth Management Advisors’s Federated Hermes Short Duration High Yield ETF FHYS Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio FHYS Stock Details FHYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-65,032	Closed	-$1.49M	–	144
2024 Q2	$1.49M	Hold	65,032	–	–	0.33%	42
2024 Q1	$1.49M	Hold	65,032	–	–	0.34%	41
2023 Q4	$1.48M	Sell	65,032 -5,450	-8%	-$123K	0.39%	39
2023 Q3	$1.57M	Hold	70,482	–	–	0.36%	34
2023 Q2	$1.57M	Hold	70,482	–	–	0.36%	36
2023 Q1	$1.58M	Hold	70,482	–	–	0.32%	37
2022 Q4	$1.55M	Buy	70,482 +59,582	+547%	+$1.31M	0.34%	37
2022 Q3	$236K	Hold	10,900	–	–	0.07%	114
2022 Q2	$237K	Hold	10,900	–	–	0.07%	119
2022 Q1	$262K	Buy	+10,900	New	+$267K	0.07%	121

Other funds holding FHYS

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

WOSD

WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's FHYS Position: Q3 2024 in Review

Schneider Downs Wealth Management Advisors sold out of Federated Hermes Short Duration High Yield ETF (FHYS) in Q3 2024, closing a stake of 65,032 shares — an estimated $1.49M sold.

Schneider Downs Wealth Management Advisors first reported a position in FHYS in Q1 2022 and held it in 10 quarters. The position peaked at $1.58M in Q1 2023. 9 funds tracked by Wall St. Rank hold FHYS as of Q3 2024.

Schneider Downs Wealth Management Advisors reported no remaining Federated Hermes Short Duration High Yield ETF position as of Q3 2024 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 65,032 Federated Hermes Short Duration High Yield ETF shares in Q3 2024, an estimated $1.49M.
Schneider Downs Wealth Management Advisors first reported a position in Federated Hermes Short Duration High Yield ETF in Q1 2022 and held it in 10 quarters.
Schneider Downs Wealth Management Advisors's Federated Hermes Short Duration High Yield ETF position peaked at $1.58M in Q1 2023.
9 funds tracked by Wall St. Rank held Federated Hermes Short Duration High Yield ETF as of Q3 2024.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.