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Innovative Asset Advisors Group’s First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF KNGZ Stock Holding History

Innovative Asset Advisors Group’s Portfolio KNGZ Stock Details KNGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-300
Closed -$10.8K – 676
2026
Q1 		$10.8K Buy
+300
New +$11.2K 0.01% 630

Other funds holding KNGZ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $647M AUM 89.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Innovative Asset Advisors Group's KNGZ Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ) in Q2 2026, closing a stake of 300 shares — an estimated $10.8K sold.

Innovative Asset Advisors Group first reported a position in KNGZ in Q1 2026 and held it in 1 quarter. The position peaked at $10.8K in Q1 2026. 41 funds tracked by Wall St. Rank hold KNGZ as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 300 First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF shares in Q2 2026, an estimated $10.8K.
  • Innovative Asset Advisors Group first reported a position in First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF position peaked at $10.8K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.