Clear Creek Financial Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Clear Creek Financial 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 Q2	$373K	Buy	7,384 +130	+2%	+$6.39K	0.02%	471
2026 Q1	$353K	Sell	7,254 -374	-5%	-$19K	0.03%	466
2025 Q4	$375K	Sell	7,628 -23,985	-76%	-$1.18M	0.03%	443
2025 Q3	$1.56M	Sell	31,613 -1,836	-5%	-$91.5K	0.14%	151
2025 Q2	$1.64M	Buy	33,449 +2,452	+8%	+$119K	0.16%	149
2025 Q1	$1.57M	Sell	30,997 -4,137	-12%	-$210K	0.16%	132
2024 Q4	$1.76M	Buy	35,134 +3,628	+12%	+$193K	0.19%	116
2024 Q3	$1.72M	Sell	31,506 -3,396	-10%	-$178K	0.19%	107
2024 Q2	$1.76M	Buy	34,902 +17,026	+95%	+$881K	0.21%	97
2024 Q1	$960K	Buy	17,876 +2,040	+13%	+$106K	0.12%	150
2023 Q4	$818K	Buy	15,836 +2,721	+21%	+$134K	0.13%	138
2023 Q3	$647K	Buy	13,115 +2,100	+19%	+$110K	0.11%	144
2023 Q2	$582K	Buy	11,015 +1,903	+21%	+$98.2K	0.1%	158
2023 Q1	$469K	Sell	9,112 -6,034	-40%	-$311K	0.09%	163
2022 Q4	$774K	Sell	15,146 -3,040	-17%	-$154K	0.17%	118
2022 Q3	$829K	Sell	18,186 -2,978	-14%	-$151K	0.18%	99
2022 Q2	$1.04M	Hold	21,164	–	–	0.22%	87
2022 Q1	$1.16M	Buy	21,164 +13,531	+177%	+$738K	0.18%	113
2021 Q4	$437K	Buy	+7,633	New	+$421K	0.07%	201

Other funds holding KNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Clear Creek Financial Management's KNG Position: Q2 2026 in Review

Clear Creek Financial Management increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 1.8% in Q2 2026, buying an estimated $6.39K and bringing the position to 7,384 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #471.

Clear Creek Financial Management first reported a position in KNG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q4 2024. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Clear Creek Financial Management held 7,384 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $373K as of Q2 2026.
Clear Creek Financial Management bought 130 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $6.39K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #471 holding.
Clear Creek Financial Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2021 and has held it in 19 quarters since.
Clear Creek Financial Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.76M in Q4 2024.
309 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.