Gerald Baker Financial Group’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.04M Buy
60,245
+3,783
+7% +$186K 0.87% 30
2026
Q1
$2.75M Buy
+56,462
New +$2.87M 0.87% 29

Other funds holding KNG

Gerald Baker Financial Group's KNG Position: Q2 2026 in Review

Gerald Baker Financial Group increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 6.7% in Q2 2026, buying an estimated $186K and bringing the position to 60,245 shares worth $3.04M. The position accounts for 0.87% of the portfolio, ranked #30.

Gerald Baker Financial Group first reported a position in KNG in Q1 2026 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Gerald Baker Financial Group held 60,245 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $3.04M as of Q2 2026.
  • Gerald Baker Financial Group bought 3,783 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $186K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.87% of Gerald Baker Financial Group's portfolio in Q2 2026, its #30 holding.
  • Gerald Baker Financial Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.