GM
KNG icon

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

GeoWealth 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
2024
Q4 		– Sell
-349
Closed -$19K – 1849
2024
Q3 		$19K Buy
+349
New +$18.3K ﹤0.01% 1289

Other funds holding KNG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

GeoWealth Management's KNG Position: Q4 2024 in Review

GeoWealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2024, closing a stake of 349 shares — an estimated $19K sold.

GeoWealth Management first reported a position in KNG in Q3 2024 and held it in 1 quarter. The position peaked at $19K in Q3 2024. 323 funds tracked by Wall St. Rank hold KNG as of Q4 2024.

  • GeoWealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 349 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2024, an estimated $19K.
  • GeoWealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $19K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.