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

Iams 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
2023 Q3	–	Sell	-7,632	Closed	-$400K	–	193
2023 Q2	$400K	Buy	+7,632	New	+$394K	0.15%	100

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

Iams Wealth Management's KNG Position: Q2 2026 in Review

Iams Wealth Management increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 2% in Q2 2026, buying an estimated $21.4K and bringing the position to 21,841 shares worth $1.1M. The position accounts for 0.33% of the portfolio, ranked #90.

Iams Wealth Management first reported a position in KNG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.18M in Q1 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Iams Wealth Management held 21,841 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.1M as of Q2 2026.
Iams Wealth Management bought 434 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $21.4K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.33% of Iams Wealth Management's portfolio in Q2 2026, its #90 holding.
Iams Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and has held it in 10 quarters since.
Iams Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.18M in Q1 2025.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.