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

Goldstone Financial Group’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	$2.2M	Sell	43,589 -1,457	-3%	-$71.7K	0.2%	83
2026 Q1	$2.19M	Sell	45,046 -24,222	-35%	-$1.23M	0.24%	74
2025 Q4	$3.4M	Buy	69,268 +547	+0.8%	+$26.8K	0.38%	52
2025 Q3	$3.39M	Buy	68,721 +8,276	+14%	+$412K	0.4%	51
2025 Q2	$3.02M	Buy	60,445 +3,643	+6%	+$177K	0.4%	53
2025 Q1	$2.87M	Buy	56,802 +19,367	+52%	+$982K	0.43%	53
2024 Q4	$1.88M	Buy	37,435 +11,599	+45%	+$617K	0.29%	62
2024 Q3	$1.41M	Buy	25,836 +6,709	+35%	+$352K	0.24%	65
2024 Q2	$966K	Buy	19,127 +5,179	+37%	+$268K	0.19%	84
2024 Q1	$749K	Buy	13,948 +3,107	+29%	+$161K	0.17%	85
2023 Q4	$560K	Buy	10,841 +3,656	+51%	+$181K	0.14%	96
2023 Q3	$355K	Buy	7,185 +691	+11%	+$36.3K	0.11%	108
2023 Q2	$343K	Buy	6,494 +2,019	+45%	+$104K	0.1%	112
2023 Q1	$230K	Buy	+4,475	New	+$231K	0.08%	133

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

Goldstone Financial Group's KNG Position: Q2 2026 in Review

Goldstone Financial Group reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 3.2% in Q2 2026, selling an estimated $71.7K and leaving 43,589 shares worth $2.2M. The position accounts for 0.2% of the portfolio, ranked #83.

Goldstone Financial Group first reported a position in KNG in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.4M in Q4 2025. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Goldstone Financial Group held 43,589 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $2.2M as of Q2 2026.
Goldstone Financial Group sold 1,457 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $71.7K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.2% of Goldstone Financial Group's portfolio in Q2 2026, its #83 holding.
Goldstone Financial Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $3.4M in Q4 2025.
309 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.