AWM
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Apollon Wealth Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Apollon Wealth Management’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
Q1 		$318K Sell
6,519
-2,488
-28% -$126K 0.01% 1080
2025
Q4 		$443K Sell
9,007
-662
-7% -$32.4K 0.01% 890
2025
Q3 		$477K Sell
9,669
-650
-6% -$32.4K 0.01% 846
2025
Q2 		$507K Buy
10,319
+1,918
+23% +$93.3K 0.01% 806
2025
Q1 		$424K Sell
8,401
-860
-9% -$43.6K 0.01% 818
2024
Q4 		$465K Sell
9,261
-1,154
-11% -$61.3K 0.01% 785
2024
Q3 		$567K Sell
10,415
-1,423
-12% -$74.7K 0.02% 664
2024
Q2 		$598K Sell
11,838
-1,632
-12% -$84.4K 0.02% 612
2024
Q1 		$723K Sell
13,470
-1,723
-11% -$89.2K 0.02% 563
2023
Q4 		$785K Buy
15,193
+163
+1% +$8.05K 0.03% 530
2023
Q3 		$742K Buy
+15,030
New +$789K 0.04% 447

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM