Columbia Advisory Partners’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Columbia Advisory Partners’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 Q4	–	Sell	-4,984	Closed	-$246K	–	95
2025 Q3	$246K	Sell	4,984 -1,378	-22%	-$68.7K	0.17%	76
2025 Q2	$312K	Hold	6,362	–	–	0.24%	60
2025 Q1	$321K	Buy	6,362 +398	+7%	+$20.2K	0.28%	51
2024 Q4	$299K	Hold	5,964	–	–	0.28%	52
2024 Q3	$325K	Buy	5,964 +125	+2%	+$6.57K	0.31%	40
2024 Q2	$295K	Buy	5,839 +123	+2%	+$6.36K	0.29%	43
2024 Q1	$307K	Sell	5,716 -145	-2%	-$7.51K	0.31%	40
2023 Q4	$303K	Buy	5,861 +868	+17%	+$42.9K	0.31%	45
2023 Q3	$246K	Buy	4,993 +175	+4%	+$9.18K	0.27%	51
2023 Q2	$255K	Sell	4,818 -35	-0.7%	-$1.8K	0.27%	48
2023 Q1	$250K	Sell	4,853 -700	-13%	-$36.1K	0.24%	51
2022 Q4	$284K	Sell	5,553 -376	-6%	-$19K	0.27%	45
2022 Q3	$270K	Sell	5,929 -160	-3%	-$8.11K	0.33%	32
2022 Q2	$299K	Buy	6,089 +997	+20%	+$52.4K	0.34%	28
2022 Q1	$279K	Buy	5,092 +585	+13%	+$31.9K	0.28%	34
2021 Q4	$258K	Buy	+4,507	New	+$248K	0.26%	35

Other funds holding KNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Columbia Advisory Partners's KNG Position: Q4 2025 in Review

Columbia Advisory Partners sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 4,984 shares — an estimated $246K sold.

Columbia Advisory Partners first reported a position in KNG in Q4 2021 and held it in 16 quarters. The position peaked at $325K in Q3 2024. 317 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

Columbia Advisory Partners reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
Columbia Advisory Partners sold 4,984 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $246K.
Columbia Advisory Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2021 and held it in 16 quarters.
Columbia Advisory Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $325K in Q3 2024.
317 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on Columbia Advisory Partners's 13F filing for Q4 2025, filed 22 Jan 2026.