SIM
FDV icon

Sims Investment Management’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Sims Investment Management’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 		$5.56K Buy
+177
New +$5.53K ﹤0.01% 116

Other funds holding FDV

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Sims Investment Management's FDV Position: Q2 2026 in Review

Sims Investment Management opened a new position in Federated Hermes US Strategic Dividend ETF (FDV) in Q2 2026: 177 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #116 among its holdings.

10 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Sims Investment Management held 177 shares of Federated Hermes US Strategic Dividend ETF worth $5.56K as of Q2 2026.
  • Federated Hermes US Strategic Dividend ETF was a new Sims Investment Management position in Q2 2026.
  • Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of Sims Investment Management's portfolio in Q2 2026, its #116 holding.
  • 10 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.