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

Milestone Asset 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	$5.36M	Buy	106,157 +7,378	+7%	+$363K	0.84%	34
2026 Q1	$4.81M	Buy	98,779 +2,924	+3%	+$149K	0.89%	30
2025 Q4	$4.71M	Buy	95,855 +7,163	+8%	+$351K	0.89%	31
2025 Q3	$4.37M	Buy	88,692 +5,684	+7%	+$283K	0.83%	26
2025 Q2	$4.08M	Buy	83,008 +3,626	+5%	+$176K	0.86%	27
2025 Q1	$4.01M	Buy	79,382 +1,724	+2%	+$87.4K	0.85%	26
2024 Q4	$3.9M	Sell	77,658 -1,360	-2%	-$72.3K	0.86%	31
2024 Q3	$4.3M	Buy	79,018 +7,589	+11%	+$399K	0.97%	27
2024 Q2	$3.61M	Buy	71,429 +8,054	+13%	+$417K	0.9%	28
2024 Q1	$3.4M	Buy	+63,375	New	+$3.28M	0.97%	28

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

Milestone Asset Management's KNG Position: Q2 2026 in Review

Milestone Asset Management increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 7.5% in Q2 2026, buying an estimated $363K and bringing the position to 106,157 shares worth $5.36M. The position accounts for 0.84% of the portfolio, ranked #34.

Milestone Asset Management first reported a position in KNG in Q1 2024 and has held it in 10 quarters since. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Milestone Asset Management held 106,157 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $5.36M as of Q2 2026.
Milestone Asset Management bought 7,378 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $363K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.84% of Milestone Asset Management's portfolio in Q2 2026, its #34 holding.
Milestone Asset Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and has held it in 10 quarters since.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.