Jim Simons’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Jim Simons’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	–	Sell	-6,100	Closed	-$297K	–	3437
2026 Q1	$297K	Buy	+6,100	New	+$310K	﹤0.01%	2791
2024 Q4	–	Sell	-34,300	Closed	-$1.87M	–	3746
2024 Q3	$1.87M	Sell	34,300 -6,100	-15%	-$320K	﹤0.01%	2067
2024 Q2	$2.04M	Sell	40,400 -49,000	-55%	-$2.53M	﹤0.01%	1872
2024 Q1	$4.8M	Buy	89,400 +58,412	+188%	+$3.02M	0.01%	1429
2023 Q4	$1.6M	Buy	+30,988	New	+$1.53M	﹤0.01%	2085

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 22.9% 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

Jim Simons's KNG Position: Q2 2026 in Review

Jim Simons sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026, closing a stake of 6,100 shares — an estimated $297K sold.

Jim Simons first reported a position in KNG in Q4 2023 and held it in 5 quarters. The position peaked at $4.8M in Q1 2024. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Jim Simons reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 6,100 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $297K.
Jim Simons first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and held it in 5 quarters.
Jim Simons's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $4.8M in Q1 2024.
309 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.