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 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 $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

Pinnacle Wealth Planning Services's KNG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 2.8% in Q2 2026, selling an estimated $3.49K and leaving 2,476 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #750.

Pinnacle Wealth Planning Services first reported a position in KNG in Q4 2023 and has held it in 6 quarters since. The position peaked at $648K in Q1 2024. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Pinnacle Wealth Planning Services held 2,476 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $125K as of Q2 2026.
Pinnacle Wealth Planning Services sold 71 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $3.49K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #750 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 6 quarters since.
Pinnacle Wealth Planning Services's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $648K in Q1 2024.
309 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.