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

MTM Investment 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	$738K	Sell	14,610 -1,100	-7%	-$54.1K	0.21%	110
2026 Q1	$765K	Buy	15,710 +3,870	+33%	+$197K	0.24%	98
2025 Q4	$582K	Hold	11,840	–	–	0.19%	114
2025 Q3	$584K	Buy	11,840 +700	+6%	+$34.9K	0.19%	117
2025 Q2	$547K	Hold	11,140	–	–	0.18%	121
2025 Q1	$562K	Buy	11,140 +150	+1%	+$7.6K	0.22%	108
2024 Q4	$552K	Buy	10,990 +2,170	+25%	+$115K	0.21%	109
2024 Q3	$476K	Hold	8,820	–	–	0.19%	121
2024 Q2	$446K	Hold	8,820	–	–	0.18%	115
2024 Q1	$474K	Buy	8,820 +2,682	+44%	+$139K	0.2%	114
2023 Q4	$317K	Buy	6,138 +638	+12%	+$31.5K	0.15%	137
2023 Q3	$271K	Buy	5,500 +4,400	+400%	+$231K	0.14%	137
2023 Q2	$58.1K	Hold	1,100	–	–	0.03%	210
2023 Q1	$56.6K	Hold	1,100	–	–	0.03%	212
2022 Q4	$56.2K	Hold	1,100	–	–	0.03%	211
2022 Q3	$50K	Hold	1,100	–	–	0.03%	207
2022 Q2	$55K	Hold	1,100	–	–	0.03%	210
2022 Q1	$60K	Buy	+1,100	New	+$60K	0.03%	224

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

MTM Investment Management's KNG Position: Q2 2026 in Review

MTM Investment Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 7% in Q2 2026, selling an estimated $54.1K and leaving 14,610 shares worth $738K. The position accounts for 0.21% of the portfolio, ranked #110.

MTM Investment Management first reported a position in KNG in Q1 2022 and has held it in 18 quarters since. The position peaked at $765K in Q1 2026. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

MTM Investment Management held 14,610 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $738K as of Q2 2026.
MTM Investment Management sold 1,100 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $54.1K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.21% of MTM Investment Management's portfolio in Q2 2026, its #110 holding.
MTM Investment Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2022 and has held it in 18 quarters since.
MTM Investment Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $765K in Q1 2026.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.