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

CreativeOne Wealth’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	$245K	Sell	4,842 -318	-6%	-$15.6K	0.01%	1085
2026 Q1	$251K	Sell	5,160 -146	-3%	-$7.42K	0.01%	1048
2025 Q4	$261K	Buy	5,306 +246	+5%	+$12.1K	0.01%	1011
2025 Q3	$250K	Sell	5,060 -4,622	-48%	-$230K	0.01%	1023
2025 Q2	$475K	Sell	9,682 -5,916	-38%	-$288K	0.01%	763
2025 Q1	$788K	Sell	15,598 -29,124	-65%	-$1.48M	0.02%	557
2024 Q4	$2.25M	Buy	44,722 +38,423	+610%	+$2.04M	0.07%	267
2024 Q3	$343K	Buy	+6,299	New	+$331K	0.01%	742
2024 Q2	–	Sell	-4,815	Closed	-$259K	–	857
2024 Q1	$259K	Buy	+4,815	New	+$249K	0.01%	762
2022 Q3	–	Sell	-4,292	Closed	-$211K	–	741
2022 Q2	$211K	Buy	+4,292	New	+$226K	0.01%	664

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

CreativeOne Wealth's KNG Position: Q2 2026 in Review

CreativeOne Wealth reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 6.2% in Q2 2026, selling an estimated $15.6K and leaving 4,842 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1085.

CreativeOne Wealth first reported a position in KNG in Q2 2022 and has held it in 10 quarters since. The position peaked at $2.25M in Q4 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

CreativeOne Wealth held 4,842 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $245K as of Q2 2026.
CreativeOne Wealth sold 318 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $15.6K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1085 holding.
CreativeOne Wealth first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2022 and has held it in 10 quarters since.
CreativeOne Wealth's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.25M in Q4 2024.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.