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Oliver Lagore Vanvalin Investment Group’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q1 		– Sell
-169
Closed -$8.73K – 791
2023
Q4 		$8.73K Sell
169
-282
-63% -$13.9K ﹤0.01% 435
2023
Q3 		$22.3K Sell
451
-387
-46% -$20.3K 0.01% 332
2023
Q2 		$44.3K Buy
+838
New +$43.2K 0.02% 263

Other funds holding KNG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's KNG Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2024, closing a stake of 169 shares — an estimated $8.73K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in KNG in Q2 2023 and held it in 3 quarters. The position peaked at $44.3K in Q2 2023. 259 funds tracked by Wall St. Rank hold KNG as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 169 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2024, an estimated $8.73K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $44.3K in Q2 2023.
  • 259 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.