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

Pursue Wealth Partners’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
2025 Q4	–	Sell	-15,884	Closed	-$783K	–	111
2025 Q3	$783K	Hold	15,884	–	–	0.43%	52
2025 Q2	$780K	Hold	15,884	–	–	0.44%	53
2025 Q1	$802K	Hold	15,884	–	–	0.49%	51
2024 Q4	$798K	Buy	15,884 +9,107	+134%	+$484K	0.46%	54
2024 Q3	$369K	Buy	6,777 +1,924	+40%	+$101K	0.2%	69
2024 Q2	$245K	Buy	+4,853	New	+$251K	0.13%	96
2023 Q4	–	Sell	-5,000	Closed	-$247K	–	101
2023 Q3	$247K	Hold	5,000	–	–	0.17%	80
2023 Q2	$264K	Hold	5,000	–	–	0.17%	83
2023 Q1	$257K	Buy	+5,000	New	+$258K	0.18%	90

Other funds holding KNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Pursue Wealth Partners's KNG Position: Q4 2025 in Review

Pursue Wealth Partners sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q4 2025, closing a stake of 15,884 shares — an estimated $783K sold.

Pursue Wealth Partners first reported a position in KNG in Q1 2023 and held it in 9 quarters. The position peaked at $802K in Q1 2025. 317 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

Pursue Wealth Partners reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q4 2025 after selling out during the quarter.
Pursue Wealth Partners sold 15,884 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q4 2025, an estimated $783K.
Pursue Wealth Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2023 and held it in 9 quarters.
Pursue Wealth Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $802K in Q1 2025.
317 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on Pursue Wealth Partners's 13F filing for Q4 2025, filed 26 Jan 2026.