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

Maxwell Wealth Strategies’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
2024 Q4	–	Sell	-3,923	Closed	-$208K	–	111
2024 Q3	$208K	Sell	3,923 -355	-8%	-$18.6K	0.09%	105
2024 Q2	$216K	Sell	4,278 -159	-4%	-$8.22K	0.11%	101
2024 Q1	$225K	Sell	4,437 -10,165	-70%	-$526K	0.11%	97
2023 Q4	$755K	Buy	+14,602	New	+$721K	0.49%	53

Other funds holding KNG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Maxwell Wealth Strategies's KNG Position: Q4 2024 in Review

Maxwell Wealth Strategies sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2024, closing a stake of 3,923 shares — an estimated $208K sold.

Maxwell Wealth Strategies first reported a position in KNG in Q4 2023 and held it in 4 quarters. The position peaked at $755K in Q4 2023. 323 funds tracked by Wall St. Rank hold KNG as of Q4 2024.

Maxwell Wealth Strategies reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2024 after selling out during the quarter.
Maxwell Wealth Strategies sold 3,923 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2024, an estimated $208K.
Maxwell Wealth Strategies first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and held it in 4 quarters.
Maxwell Wealth Strategies's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $755K in Q4 2023.
323 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.