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Waterloo Capital’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Waterloo Capital’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
2024
Q4 		– Sell
-16,873
Closed -$471K – 371
2024
Q3 		$471K Buy
+16,873
New +$449K 0.05% 252

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LF
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NA
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SPIA
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Waterloo Capital's FDV Position: Q4 2024 in Review

Waterloo Capital sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q4 2024, closing a stake of 16,873 shares — an estimated $471K sold.

Waterloo Capital first reported a position in FDV in Q3 2024 and held it in 1 quarter. The position peaked at $471K in Q3 2024. 42 funds tracked by Wall St. Rank hold FDV as of Q4 2024.

  • Waterloo Capital reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Waterloo Capital sold 16,873 Federated Hermes US Strategic Dividend ETF shares in Q4 2024, an estimated $471K.
  • Waterloo Capital first reported a position in Federated Hermes US Strategic Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Waterloo Capital's Federated Hermes US Strategic Dividend ETF position peaked at $471K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q4 2024.

Based on Waterloo Capital's 13F filing for Q4 2024, filed 13 Feb 2025.