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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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