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

Beam Wealth Advisors’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	$792K	Sell	15,688 -446	-3%	-$21.9K	0.17%	87
2026 Q1	$786K	Sell	16,134 -91	-0.6%	-$4.62K	0.2%	79
2025 Q4	$797K	Sell	16,225 -210	-1%	-$10.3K	0.22%	80
2025 Q3	$810K	Buy	16,435 +3,536	+27%	+$176K	0.22%	83
2025 Q2	$633K	Buy	+12,899	New	+$627K	0.19%	85

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

Beam Wealth Advisors's KNG Position: Q2 2026 in Review

Beam Wealth Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 2.8% in Q2 2026, selling an estimated $21.9K and leaving 15,688 shares worth $792K. The position accounts for 0.17% of the portfolio, ranked #87.

Beam Wealth Advisors first reported a position in KNG in Q2 2025 and has held it in 5 quarters since. The position peaked at $810K in Q3 2025. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Beam Wealth Advisors held 15,688 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $792K as of Q2 2026.
Beam Wealth Advisors sold 446 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $21.9K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.17% of Beam Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Beam Wealth Advisors 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.
Beam Wealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $810K in Q3 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 Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.