Consolidated Planning Corp’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Consolidated Planning Corp’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	–	Sell	-4,968	Closed	-$242K	–	164
2026 Q1	$242K	Sell	4,968 -2,018	-29%	-$103K	0.04%	132
2025 Q4	$343K	Sell	6,986 -5	-0.1%	-$245	0.03%	166
2025 Q3	$345K	Sell	6,991 -2	-0%	-$100	0.04%	156
2025 Q2	$343K	Sell	6,993 -27	-0.4%	-$1.31K	0.04%	150
2025 Q1	$355K	Sell	7,020 -18	-0.3%	-$912	0.05%	147
2024 Q4	$353K	Buy	7,038 +66	+0.9%	+$3.51K	0.05%	152
2024 Q3	$380K	Sell	6,972 -283	-4%	-$14.9K	0.06%	142
2024 Q2	$367K	Buy	7,255 +387	+6%	+$20K	0.06%	129
2024 Q1	$369K	Buy	6,868 +2,529	+58%	+$131K	0.06%	119
2023 Q4	$224K	Buy	+4,339	New	+$214K	0.04%	156

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 22.96% 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

Consolidated Planning Corp's KNG Position: Q2 2026 in Review

Consolidated Planning Corp sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026, closing a stake of 4,968 shares — an estimated $242K sold.

Consolidated Planning Corp first reported a position in KNG in Q4 2023 and held it in 10 quarters. The position peaked at $380K in Q3 2024. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Consolidated Planning Corp reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2026 after selling out during the quarter.
Consolidated Planning Corp sold 4,968 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $242K.
Consolidated Planning Corp first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and held it in 10 quarters.
Consolidated Planning Corp's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $380K in Q3 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 Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.