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

Balboa Wealth 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	$502K	Sell	9,935 -333	-3%	-$16.4K	0.07%	240
2026 Q1	$500K	Sell	10,268 -2,089	-17%	-$106K	0.08%	197
2025 Q4	$607K	Buy	12,357 +731	+6%	+$35.8K	0.1%	161
2025 Q3	$573K	Buy	11,626 +436	+4%	+$21.7K	0.1%	167
2025 Q2	$549K	Buy	+11,190	New	+$544K	0.11%	147

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

Balboa Wealth Partners's KNG Position: Q2 2026 in Review

Balboa Wealth Partners reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3.2% in Q2 2026, selling an estimated $16.4K and leaving 9,935 shares worth $502K. The position accounts for 0.07% of the portfolio, ranked #240.

Balboa Wealth Partners first reported a position in KNG in Q2 2025 and has held it in 5 quarters since. The position peaked at $607K in Q4 2025. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Balboa Wealth Partners held 9,935 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $502K as of Q2 2026.
Balboa Wealth Partners sold 333 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $16.4K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.07% of Balboa Wealth Partners's portfolio in Q2 2026, its #240 holding.
Balboa Wealth Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2025 and has held it in 5 quarters since.
Balboa Wealth Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $607K in Q4 2025.
309 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.