Financial Gravity Asset Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Financial Gravity Asset 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 Q1	–	Sell	-491	Closed	-$24.1K	–	959
2025 Q4	$24.1K	Sell	491 -4,483	-90%	-$220K	﹤0.01%	345
2025 Q3	$245K	Buy	+4,974	New	+$248K	0.05%	129
2024 Q2	$30.3K	Sell	600 -1,750	-74%	-$90.5K	0.01%	326
2024 Q1	$121K	Hold	2,350	–	–	0.03%	169
2023 Q4	$121K	Buy	+2,350	New	+$116K	0.03%	169

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Financial Gravity Asset Management's KNG Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2026, closing a stake of 491 shares — an estimated $24.1K sold.

Financial Gravity Asset Management first reported a position in KNG in Q4 2023 and held it in 5 quarters. The position peaked at $245K in Q3 2025. 306 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Financial Gravity Asset Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2026 after selling out during the quarter.
Financial Gravity Asset Management sold 491 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $24.1K.
Financial Gravity Asset Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and held it in 5 quarters.
Financial Gravity Asset Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $245K in Q3 2025.
306 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.