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COMPASS FINANCIAL MANAGEMENT LLC’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$3.74K Buy
+74
New +$3.64K ﹤0.01% 1236

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's KNG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026: 74 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings.

244 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 74 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $3.74K as of Q2 2026.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1236 holding.
  • 244 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.