Avantax Planning Partners’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Avantax Planning Partners’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	$217K	Hold	4,297	–	–	0.01%	429
2026 Q1	$209K	Hold	4,297	–	–	0.01%	411
2025 Q4	$211K	Hold	4,297	–	–	0.01%	415
2025 Q3	$212K	Hold	4,297	–	–	0.01%	414
2025 Q2	$211K	Sell	4,297 -438	-9%	-$21.3K	0.01%	422
2025 Q1	$239K	Hold	4,735	–	–	0.01%	378
2024 Q4	$238K	Sell	4,735 -219	-4%	-$11.6K	0.01%	380
2024 Q3	$270K	Buy	4,954 +657	+15%	+$34.5K	0.01%	352
2024 Q2	$217K	Sell	4,297 -291	-6%	-$15.1K	0.01%	427
2024 Q1	$246K	Buy	+4,588	New	+$238K	0.01%	401

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

Avantax Planning Partners's KNG Position: Q2 2026 in Review

Avantax Planning Partners held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q2 2026 at 4,297 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #429.

Avantax Planning Partners first reported a position in KNG in Q1 2024 and has held it in 10 quarters since. The position peaked at $270K in Q3 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Avantax Planning Partners held 4,297 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $217K as of Q2 2026.
Avantax Planning Partners left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #429 holding.
Avantax Planning Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and has held it in 10 quarters since.
Avantax Planning Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $270K in Q3 2024.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.