MAI Capital Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

MAI Capital Management’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	-1,210	Closed	-$58.9K	–	3480
2026 Q1	$58.9K	Buy	+1,210	New	+$61.5K	﹤0.01%	2132
2025 Q3	–	Sell	-27	Closed	-$1.33K	–	3986
2025 Q2	$1.33K	Hold	27	–	–	﹤0.01%	3545
2025 Q1	$1.36K	Hold	27	–	–	﹤0.01%	3050
2024 Q4	$1.36K	Buy	+27	New	+$1.44K	﹤0.01%	3115

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

MAI Capital Management's KNG Position: Q2 2026 in Review

MAI Capital Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026, closing a stake of 1,210 shares — an estimated $58.9K sold.

MAI Capital Management first reported a position in KNG in Q4 2024 and held it in 4 quarters. The position peaked at $58.9K in Q1 2026. 308 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

MAI Capital Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 1,210 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $58.9K.
MAI Capital Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and held it in 4 quarters.
MAI Capital Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $58.9K in Q1 2026.
308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.