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

IHT 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
Q1 		$2.04M Buy
41,942
+3,826
+10% +$194K 0.05% 365
2025
Q4 		$1.87M Sell
38,116
-12,059
-24% -$591K 0.05% 361
2025
Q3 		$2.47M Buy
50,175
+3,003
+6% +$150K 0.06% 287
2025
Q2 		$2.32M Buy
47,172
+14,904
+46% +$725K 0.06% 291
2025
Q1 		$1.63M Buy
32,268
+6,264
+24% +$317K 0.05% 335
2024
Q4 		$1.31M Buy
26,004
+4,227
+19% +$225K 0.04% 368
2024
Q3 		$1.19M Buy
21,777
+4,930
+29% +$259K 0.03% 458
2024
Q2 		$851K Buy
16,847
+1,220
+8% +$63.1K 0.03% 475
2024
Q1 		$839K Buy
15,627
+5,213
+50% +$270K 0.03% 475
2023
Q4 		$538K Sell
10,414
-10,900
-51% -$538K 0.02% 575
2023
Q3 		$1.05M Buy
+21,314
New +$1.12M 0.05% 337

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $358M AUM