Pinnacle Wealth Planning Services’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$119K	Hold	2,476	–	–	0.01%	765
2026 Q2	$125K	Sell	2,476 -71	-3%	-$3.49K	0.01%	750
2026 Q1	$124K	Sell	2,547 -42	-2%	-$2.13K	0.01%	685
2025 Q4	$127K	Buy	+2,589	New	+$127K	0.01%	660
2024 Q3	–	Sell	-12,070	Closed	-$610K	–	546
2024 Q2	$610K	Hold	12,070	–	–	0.09%	147
2024 Q1	$648K	Hold	12,070	–	–	0.1%	141
2023 Q4	$624K	Buy	+12,070	New	+$596K	0.1%	138

Other funds holding KNG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Pinnacle Wealth Planning Services's KNG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q3 2026 at 2,476 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #765.

Pinnacle Wealth Planning Services first reported a position in KNG in Q4 2023 and has held it in 7 quarters since. The position peaked at $648K in Q1 2024. 240 funds tracked by Wall St. Rank hold KNG as of Q3 2026.

Pinnacle Wealth Planning Services held 2,476 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $119K as of Q3 2026.
Pinnacle Wealth Planning Services left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q3 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #765 holding.
Pinnacle Wealth Planning Services first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $648K in Q1 2024.
240 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.