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

Integrated Wealth Concepts’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 		$6.78M Sell
134,177
-10,148
-7% -$499K 0.04% 389
2026
Q1 		$7.03M Sell
144,325
-21,626
-13% -$1.1M 0.06% 320
2025
Q4 		$8.16M Sell
165,951
-42,065
-20% -$2.06M 0.1% 188
2025
Q3 		$10.3M Sell
208,016
-90,207
-30% -$4.5M 0.09% 210
2025
Q2 		$14.6M Buy
298,223
+10,160
+4% +$494K 0.15% 139
2025
Q1 		$14.6M Buy
288,063
+4,655
+2% +$236K 0.17% 127
2024
Q4 		$14.2M Buy
283,408
+24,751
+10% +$1.32M 0.17% 131
2024
Q3 		$14.1M Buy
258,657
+27,362
+12% +$1.44M 0.17% 129
2024
Q2 		$11.7M Buy
231,295
+15,240
+7% +$788K 0.16% 136
2024
Q1 		$11.6M Buy
216,055
+6,556
+3% +$340K 0.17% 141
2023
Q4 		$10.8M Buy
209,499
+9,390
+5% +$464K 0.18% 137
2023
Q3 		$9.9M Buy
200,109
+123,083
+160% +$6.46M 0.17% 137
2023
Q2 		$4.07M Buy
77,026
+1,270
+2% +$65.5K 0.07% 260
2023
Q1 		$3.9M Buy
75,756
+11,288
+18% +$582K 0.08% 235
2022
Q4 		$3.29M Buy
64,468
+48,460
+303% +$2.45M 0.09% 214
2022
Q3 		$730K Sell
16,008
-223
-1% -$11.3K 0.02% 488
2022
Q2 		$797K Sell
16,231
-1,384
-8% -$72.7K 0.02% 476
2022
Q1 		$965K Buy
17,615
+1,688
+11% +$92.1K 0.03% 404
2021
Q4 		$911K Sell
15,927
-255
-2% -$14.1K 0.03% 453
2021
Q3 		$839K Buy
+16,182
New +$878K 0.03% 445

Other funds holding KNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Integrated Wealth Concepts's KNG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 7% in Q2 2026, selling an estimated $499K and leaving 134,177 shares worth $6.78M. The position accounts for 0.04% of the portfolio, ranked #389.

Integrated Wealth Concepts first reported a position in KNG in Q3 2021 and has held it in 20 quarters since. The position peaked at $14.6M in Q2 2025. 311 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Integrated Wealth Concepts held 134,177 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $6.78M as of Q2 2026.
  • Integrated Wealth Concepts sold 10,148 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $499K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #389 holding.
  • Integrated Wealth Concepts first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $14.6M in Q2 2025.
  • 311 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.