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

Perigon Wealth 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
2024
Q2 		– Sell
-4,309
Closed -$231K – 895
2024
Q1 		$231K Buy
4,309
+1
+0% +$52 0.01% 756
2023
Q4 		$223K Buy
+4,308
New +$213K 0.01% 760

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Perigon Wealth Management's KNG Position: Q2 2024 in Review

Perigon Wealth Management sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2024, closing a stake of 4,309 shares — an estimated $231K sold.

Perigon Wealth Management first reported a position in KNG in Q4 2023 and held it in 2 quarters. The position peaked at $231K in Q1 2024. 271 funds tracked by Wall St. Rank hold KNG as of Q2 2024.

  • Perigon Wealth Management reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q2 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 4,309 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2024, an estimated $231K.
  • Perigon Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and held it in 2 quarters.
  • Perigon Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $231K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2024.

Based on Perigon Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.