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

Cornerstone 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
2026 Q2	$1.89M	Sell	37,453 -1,830	-5%	-$90K	0.08%	222
2026 Q1	$1.91M	Sell	39,283 -375	-0.9%	-$19K	0.1%	202
2025 Q4	$1.95M	Buy	39,658 +693	+2%	+$34K	0.1%	187
2025 Q3	$1.92M	Buy	38,965 +105	+0.3%	+$5.23K	0.11%	179
2025 Q2	$1.91M	Sell	38,860 -2,306	-6%	-$112K	0.12%	162
2025 Q1	$2.08M	Buy	41,166 +970	+2%	+$49.2K	0.14%	144
2024 Q4	$2.02M	Sell	40,196 -875	-2%	-$46.5K	0.14%	148
2024 Q3	$2.24M	Sell	41,071 -3,133	-7%	-$165K	0.16%	132
2024 Q2	$2.23M	Buy	44,204 +340	+0.8%	+$17.6K	0.17%	121
2024 Q1	$2.36M	Sell	43,864 -2,052	-4%	-$106K	0.19%	116
2023 Q4	$2.37M	Sell	45,916 -4,507	-9%	-$223K	0.2%	109
2023 Q3	$2.49M	Buy	50,423 +2,699	+6%	+$142K	0.23%	104
2023 Q2	$2.52M	Buy	47,724 +835	+2%	+$43.1K	0.23%	103
2023 Q1	$2.41M	Buy	+46,889	New	+$2.42M	0.24%	100
2022 Q3	$2.31M	Buy	50,774 +110	+0.2%	+$5.58K	0.26%	88
2022 Q2	$2.49M	Sell	50,664 -868	-2%	-$45.6K	0.28%	79
2022 Q1	$2.82M	Buy	51,532 +338	+0.7%	+$18.4K	0.27%	76
2021 Q4	$2.9M	Sell	51,194 -1,215	-2%	-$67K	0.28%	85
2021 Q3	$2.72M	Buy	52,409 +2,702	+5%	+$147K	0.29%	80
2021 Q2	$2.65M	Buy	+49,707	New	+$2.66M	0.28%	82

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

Cornerstone Wealth Management's KNG Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 4.7% in Q2 2026, selling an estimated $90K and leaving 37,453 shares worth $1.89M. The position accounts for 0.08% of the portfolio, ranked #222.

Cornerstone Wealth Management first reported a position in KNG in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.9M in Q4 2021. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Cornerstone Wealth Management held 37,453 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.89M as of Q2 2026.
Cornerstone Wealth Management sold 1,830 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $90K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q2 2026, its #222 holding.
Cornerstone Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2021 and has held it in 20 quarters since.
Cornerstone Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.9M in Q4 2021.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.