Action Point Financial Planning’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Action Point Financial Planning’s Portfolio KNG Stock Details KNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.45M	Buy	+28,674	New	+$1.41M	0.15%	134

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Action Point Financial Planning's KNG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026: 28,674 shares worth $1.45M. The stake represents 0.15% of the portfolio and ranks #134 among its holdings.

305 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Action Point Financial Planning held 28,674 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.45M as of Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF was a new Action Point Financial Planning position in Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.15% of Action Point Financial Planning's portfolio in Q2 2026, its #134 holding.
305 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.