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

Impact Partnership Wealth’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
2024
Q2 		– Sell
-1
Closed -$39 – 469
2024
Q1 		$39 Sell
1
-26
-96% -$1.35K ﹤0.01% 685
2023
Q4 		$1.38K Sell
27
-2,390
-99% -$118K ﹤0.01% 727
2023
Q3 		$119K Buy
+2,417
New +$127K 0.04% 285

Other funds holding KNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Impact Partnership Wealth's KNG Position: Q2 2024 in Review

Impact Partnership Wealth sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2024, closing a stake of 1 share — an estimated $39 sold.

Impact Partnership Wealth first reported a position in KNG in Q3 2023 and held it in 3 quarters. The position peaked at $119K in Q3 2023. 271 funds tracked by Wall St. Rank hold KNG as of Q2 2024.

  • Impact Partnership Wealth reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 1 FT Vest S&P 500 Dividend Aristocrats Target Income ETF share in Q2 2024, an estimated $39.
  • Impact Partnership Wealth first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $119K in Q3 2023.
  • 271 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.