Towerpoint Wealth’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Towerpoint Wealth’s Portfolio FSCC Stock Details FSCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.01M	Sell	30,097 -2,360	-7%	-$83.6K	0.35%	51
2026 Q2	$1.21M	Buy	32,457 +2,029	+7%	+$68.8K	0.42%	44
2026 Q1	$903K	Buy	30,428 +4,964	+19%	+$154K	0.36%	47
2025 Q4	$764K	Buy	25,464 +1,242	+5%	+$37K	0.3%	51
2025 Q3	$716K	Buy	24,222 +7,243	+43%	+$203K	0.29%	53
2025 Q2	$443K	Buy	16,979 +3,318	+24%	+$79.8K	0.2%	59
2025 Q1	$321K	Buy	13,661 +2,970	+28%	+$76.2K	0.16%	64
2024 Q4	$279K	Buy	+10,691	New	+$286K	0.14%	67

Other funds holding FSCC

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

UPWM

UMB Private Wealth Management Kansas City, Missouri $103M AUM

Petros Family Wealth Bloomington, Minnesota $171M AUM 25.62% 1-Year Est. Return

Towerpoint Wealth's FSCC Position: Q3 2026 in Review

Towerpoint Wealth reduced its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 7.3% in Q3 2026, selling an estimated $83.6K and leaving 30,097 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #51.

Towerpoint Wealth first reported a position in FSCC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2026. 10 funds tracked by Wall St. Rank hold FSCC as of Q3 2026.

Towerpoint Wealth held 30,097 shares of Federated Hermes MDT Small Cap Core ETF worth $1.01M as of Q3 2026.
Towerpoint Wealth sold 2,360 Federated Hermes MDT Small Cap Core ETF shares in Q3 2026, an estimated $83.6K.
Federated Hermes MDT Small Cap Core ETF made up 0.35% of Towerpoint Wealth's portfolio in Q3 2026, its #51 holding.
Towerpoint Wealth first reported a position in Federated Hermes MDT Small Cap Core ETF in Q4 2024 and has held it in 8 quarters since.
Towerpoint Wealth's Federated Hermes MDT Small Cap Core ETF position peaked at $1.21M in Q2 2026.
10 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.