BAWC
KNG icon

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

Boyce & Associates Wealth Consulting’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
2025
Q3 		– Sell
-41,906
Closed -$2.06M – 77
2025
Q2 		$2.06M Sell
41,906
-8,139
-16% -$396K 1.88% 11
2025
Q1 		$2.53M Sell
50,045
-2,739
-5% -$139K 2.53% 9
2024
Q4 		$2.65M Sell
52,784
-82,012
-61% -$4.36M 2.68% 8
2024
Q3 		$7.34M Buy
134,796
+1,959
+1% +$103K 7.63% 4
2024
Q2 		$6.71M Sell
132,837
-22,094
-14% -$1.14M 7.88% 4
2024
Q1 		$8.32M Buy
154,931
+11,453
+8% +$593K 10.74% 2
2023
Q4 		$7.41M Buy
143,478
+3,910
+3% +$193K 10.78% 2
2023
Q3 		$6.89M Buy
139,568
+4,988
+4% +$262K 11.48% 2
2023
Q2 		$7.11M Buy
134,580
+11,232
+9% +$579K 11.88% 2
2023
Q1 		$6.29M Buy
123,348
+20,661
+20% +$1.07M 11.27% 2
2022
Q4 		$5.25M Buy
102,687
+9,471
+10% +$480K 10.03% 2
2022
Q3 		$4.25M Buy
93,216
+9,463
+11% +$480K 8.75% 3
2022
Q2 		$4.11M Buy
83,753
+31,073
+59% +$1.63M 7.48% 3
2022
Q1 		$2.89M Buy
+52,680
New +$2.87M 4.31% 7

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Boyce & Associates Wealth Consulting's KNG Position: Q3 2025 in Review

Boyce & Associates Wealth Consulting sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2025, closing a stake of 41,906 shares — an estimated $2.06M sold.

Boyce & Associates Wealth Consulting first reported a position in KNG in Q1 2022 and held it in 14 quarters. The position peaked at $8.32M in Q1 2024. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

  • Boyce & Associates Wealth Consulting reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 41,906 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $2.06M.
  • Boyce & Associates Wealth Consulting first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2022 and held it in 14 quarters.
  • Boyce & Associates Wealth Consulting's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $8.32M in Q1 2024.
  • 302 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2025, filed 22 Oct 2025.