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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Balboa Wealth Partners's KNG Position: Q1 2026 in Review

Balboa Wealth Partners reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 17% in Q1 2026, selling an estimated $106K and leaving 10,268 shares worth $500K. The position accounts for 0.08% of the portfolio, ranked #197.

Balboa Wealth Partners first reported a position in KNG in Q2 2025 and has held it in 4 quarters since. The position peaked at $607K in Q4 2025. 304 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

  • Balboa Wealth Partners held 10,268 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $500K as of Q1 2026.
  • Balboa Wealth Partners sold 2,089 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $106K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q1 2026, its #197 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 4 quarters since.
  • Balboa Wealth Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $607K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.