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

Global Retirement 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	$312K	Buy	+6,176	New	+$304K	﹤0.01%	1309
2025 Q4	$329K	Buy	6,694 +40	+0.6%	+$1.96K	0.01%	1189
2025 Q3	$328K	Buy	6,654 +227	+4%	+$11.3K	0.01%	943
2025 Q2	$316K	Buy	+6,427	New	+$313K	0.01%	897
2024 Q4	$242K	Buy	4,819 +503	+12%	+$26.7K	0.01%	872
2024 Q3	$235K	Buy	4,316 +165	+4%	+$8.67K	0.01%	862
2024 Q2	$210K	Buy	4,151 +1,364	+49%	+$70.6K	0.01%	863
2024 Q1	$150K	Buy	2,787 +1,700	+156%	+$88K	0.01%	907
2023 Q4	$55.7K	Hold	1,087	–	–	﹤0.01%	1311
2023 Q3	$53K	Sell	1,087 -340	-24%	-$17.8K	﹤0.01%	1246
2023 Q2	$75.4K	Hold	1,427	–	–	﹤0.01%	1071
2023 Q1	$73.9K	Buy	1,427 +940	+193%	+$48.5K	﹤0.01%	1046
2022 Q4	$24.9K	Buy	+487	New	+$24.7K	﹤0.01%	1395

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

Global Retirement Partners's KNG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026: 6,176 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KNG as recently as Q4 2025.

Global Retirement Partners first reported a position in KNG in Q4 2022 and has held it in 13 quarters since. The position peaked at $329K in Q4 2025. 308 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Global Retirement Partners held 6,176 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $312K as of Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF was a new Global Retirement Partners position in Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1309 holding.
Global Retirement Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $329K in Q4 2025.
308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.