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

Compass 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 		$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
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 22.96% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Compass Financial Management's KNG Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1236 holding.
  • 297 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's 13F filing for Q2 2026, filed 12 Aug 2026.