BW
KNG icon

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

Bison Wealth’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
2024
Q4 		– Sell
-3,857
Closed -$210K – 380
2024
Q3 		$210K Sell
3,857
-19,780
-84% -$1.04M 0.03% 393
2024
Q2 		$1.27M Hold
23,637
– – 0.21% 120
2024
Q1 		$1.27M Buy
23,637
+245
+1% +$12.7K 0.21% 120
2023
Q4 		$1.21M Buy
23,392
+1,020
+5% +$50.4K 0.21% 112
2023
Q3 		$1.1M Buy
+22,372
New +$1.17M 0.21% 115

Other funds holding KNG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bison Wealth's KNG Position: Q4 2024 in Review

Bison Wealth sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2024, closing a stake of 3,857 shares — an estimated $210K sold.

Bison Wealth first reported a position in KNG in Q3 2023 and held it in 5 quarters. The position peaked at $1.27M in Q2 2024. 323 funds tracked by Wall St. Rank hold KNG as of Q4 2024.

  • Bison Wealth reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 3,857 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2024, an estimated $210K.
  • Bison Wealth first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2023 and held it in 5 quarters.
  • Bison Wealth's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.27M in Q2 2024.
  • 323 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.