SIS
FDV icon

Sound Income Strategies’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Sound Income Strategies’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
-500
Closed -$15.3K – 1099
2026
Q1 		$15.3K Hold
500
– – ﹤0.01% 1304
2025
Q4 		$14.9K Hold
500
– – ﹤0.01% 1277
2025
Q3 		$14.2K Buy
+500
New +$14.2K ﹤0.01% 903

Other funds holding FDV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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 $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sound Income Strategies's FDV Position: Q2 2026 in Review

Sound Income Strategies sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q2 2026, closing a stake of 500 shares — an estimated $15.3K sold.

Sound Income Strategies first reported a position in FDV in Q3 2025 and held it in 3 quarters. The position peaked at $15.3K in Q1 2026. 62 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

  • Sound Income Strategies reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 500 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $15.3K.
  • Sound Income Strategies first reported a position in Federated Hermes US Strategic Dividend ETF in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Federated Hermes US Strategic Dividend ETF position peaked at $15.3K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.