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

Golden State Wealth 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 Q2	$381K	Sell	7,540 -772	-9%	-$38K	0.03%	323
2026 Q1	$405K	Sell	8,312 -628	-7%	-$31.9K	0.04%	290
2025 Q4	$439K	Sell	8,940 -1,615	-15%	-$79.2K	0.05%	274
2025 Q3	$520K	Sell	10,555 -1,116	-10%	-$55.6K	0.06%	238
2025 Q2	$573K	Sell	11,671 -3,992	-25%	-$194K	0.07%	207
2025 Q1	$791K	Sell	15,663 -13,638	-47%	-$691K	0.12%	149
2024 Q4	$1.47M	Buy	+29,301	New	+$1.56M	0.22%	85

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

Golden State Wealth Management's KNG Position: Q2 2026 in Review

Golden State Wealth Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 9.3% in Q2 2026, selling an estimated $38K and leaving 7,540 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #323.

Golden State Wealth Management first reported a position in KNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Golden State Wealth Management held 7,540 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $381K as of Q2 2026.
Golden State Wealth Management sold 772 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $38K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #323 holding.
Golden State Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.47M in Q4 2024.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.