Wealth Enhancement Advisory Services’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Wealth Enhancement Advisory Services’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	$1.67M	Sell	52,253 -6,434	-11%	-$201K	﹤0.01%	1696
2026 Q1	$1.81M	Sell	58,687 -28,704	-33%	-$880K	﹤0.01%	1448
2025 Q4	$2.53M	Sell	87,391 -3,620	-4%	-$103K	﹤0.01%	1384
2025 Q3	$2.61M	Sell	91,011 -20,888	-19%	-$592K	﹤0.01%	1297
2025 Q2	$3.16M	Sell	111,899 -311,535	-74%	-$8.38M	0.01%	1123
2025 Q1	$11.9M	Sell	423,434 -20,181	-5%	-$560K	0.02%	530
2024 Q4	$11.8M	Buy	443,615 +934	+0.2%	+$25.9K	0.02%	511
2024 Q3	$12.4M	Buy	442,681 +11,635	+3%	+$309K	0.03%	460
2024 Q2	$10.7M	Buy	431,046 +55,462	+15%	+$1.37M	0.03%	471
2024 Q1	$9.49M	Buy	375,584 +4,378	+1%	+$106K	0.02%	491
2023 Q4	$8.91M	Buy	371,206 +358,131	+2,739%	+$8.15M	0.03%	465
2023 Q3	$292K	Buy	+13,075	New	+$309K	﹤0.01%	1756

Other funds holding FDV

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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

Wealth Enhancement Advisory Services's FDV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Federated Hermes US Strategic Dividend ETF (FDV) stake by 11% in Q2 2026, selling an estimated $201K and leaving 52,253 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Wealth Enhancement Advisory Services first reported a position in FDV in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.4M in Q3 2024. 8 funds tracked by Wall St. Rank hold FDV as of Q2 2026.

Wealth Enhancement Advisory Services held 52,253 shares of Federated Hermes US Strategic Dividend ETF worth $1.67M as of Q2 2026.
Wealth Enhancement Advisory Services sold 6,434 Federated Hermes US Strategic Dividend ETF shares in Q2 2026, an estimated $201K.
Federated Hermes US Strategic Dividend ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1696 holding.
Wealth Enhancement Advisory Services first reported a position in Federated Hermes US Strategic Dividend ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Federated Hermes US Strategic Dividend ETF position peaked at $12.4M in Q3 2024.
8 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.