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

Daymark Wealth Partners’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	$1.15M	Sell	22,866 -147	-0.6%	-$7.23K	0.03%	320
2026 Q1	$1.12M	Sell	23,013 -692	-3%	-$35.2K	0.04%	281
2025 Q4	$1.17M	Buy	23,705 +2,042	+9%	+$100K	0.04%	264
2025 Q3	$1.07M	Sell	21,663 -3,233	-13%	-$161K	0.04%	272
2025 Q2	$1.22M	Buy	24,896 +4,240	+21%	+$206K	0.05%	236
2025 Q1	$1.04M	Buy	20,656 +4,192	+25%	+$212K	0.04%	235
2024 Q4	$827K	Sell	16,464 -698	-4%	-$37.1K	0.03%	261
2024 Q3	$935K	Buy	17,162 +3,685	+27%	+$194K	0.04%	254
2024 Q2	$681K	Buy	+13,477	New	+$697K	0.03%	291

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

Daymark Wealth Partners's KNG Position: Q2 2026 in Review

Daymark Wealth Partners reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 0.64% in Q2 2026, selling an estimated $7.23K and leaving 22,866 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #320.

Daymark Wealth Partners first reported a position in KNG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q2 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Daymark Wealth Partners held 22,866 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.15M as of Q2 2026.
Daymark Wealth Partners sold 147 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $7.23K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #320 holding.
Daymark Wealth Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.22M in Q2 2025.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.