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Global Strategic Investment Solutions’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Global Strategic Investment Solutions’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
2020
Q2 		– Sell
-7,232
Closed -$253K – 91
2020
Q1 		$253K Buy
7,232
+156
+2% +$6.67K 0.09% 70
2019
Q4 		$328K Hold
7,076
– – 0.12% 52
2019
Q3 		$312K Buy
+7,076
New +$308K 0.12% 53

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IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Global Strategic Investment Solutions's KNG Position: Q2 2020 in Review

Global Strategic Investment Solutions sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2020, closing a stake of 7,232 shares — an estimated $253K sold.

Global Strategic Investment Solutions first reported a position in KNG in Q3 2019 and held it in 3 quarters. The position peaked at $328K in Q4 2019. 17 funds tracked by Wall St. Rank hold KNG as of Q2 2020.

  • Global Strategic Investment Solutions reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2020 after selling out during the quarter.
  • Global Strategic Investment Solutions sold 7,232 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2020, an estimated $253K.
  • Global Strategic Investment Solutions first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2019 and held it in 3 quarters.
  • Global Strategic Investment Solutions's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $328K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2020.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2020, filed 11 Aug 2020.