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

Consultiva Wealth 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
2025
Q3 		– Sell
-400
Closed -$19.6K – 266
2025
Q2 		$19.6K Hold
400
– – 0.06% 169
2025
Q1 		$20.2K Buy
+400
New +$20.3K 0.07% 155

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Raymond James Financial
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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Consultiva Wealth Management's KNG Position: Q3 2025 in Review

Consultiva Wealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q3 2025, closing a stake of 400 shares — an estimated $19.6K sold.

Consultiva Wealth Management first reported a position in KNG in Q1 2025 and held it in 2 quarters. The position peaked at $20.2K in Q1 2025. 302 funds tracked by Wall St. Rank hold KNG as of Q3 2025.

  • Consultiva Wealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 400 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q3 2025, an estimated $19.6K.
  • Consultiva Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $20.2K in Q1 2025.
  • 302 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2025.

Based on Consultiva Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.