BOS Asset Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

BOS Asset Management’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 Q3	$338K	Sell	7,028 -238	-3%	-$12.1K	0.08%	149
2026 Q2	$367K	Buy	7,266 +1,239	+21%	+$61K	0.09%	142
2026 Q1	$294K	Sell	6,027 -453	-7%	-$23K	0.08%	159
2025 Q4	$318K	Sell	6,480 -60	-0.9%	-$2.94K	0.09%	145
2025 Q3	$322K	Sell	6,540 -667	-9%	-$33.2K	0.09%	143
2025 Q2	$354K	Sell	7,207 -743	-9%	-$36.1K	0.11%	123
2025 Q1	$402K	Sell	7,950 -651	-8%	-$33K	0.14%	109
2024 Q4	$432K	Sell	8,601 -2,000	-19%	-$106K	0.15%	99
2024 Q3	$578K	Sell	10,601 -11,393	-52%	-$598K	0.21%	76
2024 Q2	$1.11M	Sell	21,994 -3,028	-12%	-$157K	0.51%	43
2024 Q1	$1.34M	Sell	25,022 -2,285	-8%	-$118K	0.71%	32
2023 Q4	$1.41M	Sell	27,307 -1,361	-5%	-$67.2K	0.97%	24
2023 Q3	$1.42M	Buy	28,668 +843	+3%	+$44.2K	1.04%	22
2023 Q2	$1.47M	Sell	27,825 -235	-0.8%	-$12.1K	1.14%	23
2023 Q1	$1.44M	Buy	28,060 +25	+0.1%	+$1.29K	1.2%	24
2022 Q4	$1.43M	Buy	+28,035	New	+$1.42M	1.28%	22

Other funds holding KNG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

BOS Asset Management's KNG Position: Q3 2026 in Review

BOS Asset Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3.3% in Q3 2026, selling an estimated $12.1K and leaving 7,028 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #149.

BOS Asset Management first reported a position in KNG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.47M in Q2 2023. 29 funds tracked by Wall St. Rank hold KNG as of Q3 2026.

BOS Asset Management held 7,028 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $338K as of Q3 2026.
BOS Asset Management sold 238 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2026, an estimated $12.1K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.08% of BOS Asset Management's portfolio in Q3 2026, its #149 holding.
BOS Asset Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2022 and has held it in 16 quarters since.
BOS Asset Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.47M in Q2 2023.
29 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.