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

Creative Planning’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	$314K	Sell	6,222 -804	-11%	-$39.6K	﹤0.01%	3526
2026 Q1	$342K	Buy	+7,026	New	+$357K	﹤0.01%	3324
2025 Q4	–	Sell	-4,997	Closed	-$246K	–	4019
2025 Q3	$246K	Buy	+4,997	New	+$249K	﹤0.01%	3303
2023 Q2	–	Sell	-10,552	Closed	-$543K	–	2741
2023 Q1	$543K	Sell	10,552 -147	-1%	-$7.58K	﹤0.01%	1411
2022 Q4	$547K	Buy	10,699 +313	+3%	+$15.9K	﹤0.01%	1378
2022 Q3	$474K	Sell	10,386 -2,571	-20%	-$130K	﹤0.01%	1371
2022 Q2	$636K	Buy	+12,957	New	+$681K	﹤0.01%	1182

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

Creative Planning's KNG Position: Q2 2026 in Review

Creative Planning reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 11% in Q2 2026, selling an estimated $39.6K and leaving 6,222 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #3526.

Creative Planning first reported a position in KNG in Q2 2022 and has held it in 7 quarters since. The position peaked at $636K in Q2 2022. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Creative Planning held 6,222 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $314K as of Q2 2026.
Creative Planning sold 804 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $39.6K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3526 holding.
Creative Planning first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2022 and has held it in 7 quarters since.
Creative Planning's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $636K in Q2 2022.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.