Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.63M Sell
33,546
-434
-1% -$22K ﹤0.01% 1288
2025
Q4 		$1.67M Sell
33,980
-1,257
-4% -$61.6K ﹤0.01% 1228
2025
Q3 		$1.74M Buy
35,237
+3,909
+12% +$195K 0.01% 1149
2025
Q2 		$1.54M Buy
31,328
+4,365
+16% +$212K 0.01% 1048
2025
Q1 		$1.36M Sell
26,963
-960
-3% -$48.7K 0.01% 998
2024
Q4 		$1.4M Buy
27,923
+2,284
+9% +$121K 0.01% 926
2024
Q3 		$1.4M Buy
25,639
+2,084
+9% +$109K 0.01% 853
2024
Q2 		$1.19M Buy
23,555
+5,150
+28% +$266K 0.01% 814
2024
Q1 		$989K Buy
18,405
+9,232
+101% +$478K ﹤0.01% 857
2023
Q4 		$474K Buy
9,173
+6,863
+297% +$339K ﹤0.01% 1082
2023
Q3 		$114K Buy
+2,310
New +$121K ﹤0.01% 1558

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM

Carson Wealth (CWM LLC)'s KNG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 1.3% in Q1 2026, selling an estimated $22K and leaving 33,546 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Carson Wealth (CWM LLC) first reported a position in KNG in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2025. 308 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 33,546 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.63M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 434 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $22K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1288 holding.
  • Carson Wealth (CWM LLC) first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.74M in Q3 2025.
  • 308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.