Independent Advisor Alliance’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Independent Advisor Alliance’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	$1.29M	Sell	25,479 -171,867	-87%	-$8.45M	0.03%	398
2026 Q1	$9.61M	Buy	197,346 +161,201	+446%	+$8.19M	0.1%	178
2025 Q4	$1.78M	Sell	36,145 -2,586	-7%	-$127K	0.04%	334
2025 Q3	$1.91M	Sell	38,731 -11,635	-23%	-$580K	0.05%	309
2025 Q2	$2.47M	Sell	50,366 -3,288	-6%	-$160K	0.07%	233
2025 Q1	$2.71M	Sell	53,654 -9,478	-15%	-$480K	0.09%	209
2024 Q4	$3.17M	Buy	+63,132	New	+$3.36M	0.04%	383

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

Independent Advisor Alliance's KNG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 87% in Q2 2026, selling an estimated $8.45M and leaving 25,479 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #398.

Independent Advisor Alliance first reported a position in KNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.61M in Q1 2026. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Independent Advisor Alliance held 25,479 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.29M as of Q2 2026.
Independent Advisor Alliance sold 171,867 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $8.45M.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #398 holding.
Independent Advisor Alliance 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.
Independent Advisor Alliance's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $9.61M in Q1 2026.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.