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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Pinnacle Wealth Planning Services's KNG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 1.6% in Q1 2026, selling an estimated $2.13K and leaving 2,547 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #685.

Pinnacle Wealth Planning Services first reported a position in KNG in Q4 2023 and has held it in 5 quarters since. The position peaked at $648K in Q1 2024. 305 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,547 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $124K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 42 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $2.13K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #685 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 5 quarters since.
  • Pinnacle Wealth Planning Services's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $648K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.