Retirement Guys Formula’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Retirement Guys Formula’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	$4.05M	Buy	80,287 +4,895	+6%	+$241K	1.53%	16
2026 Q1	$3.67M	Buy	75,392 +12,480	+20%	+$634K	1.69%	12
2025 Q4	$3.09M	Buy	62,912 +1,156	+2%	+$56.7K	1.41%	16
2025 Q3	$3.05M	Buy	61,756 +4,178	+7%	+$208K	1.07%	23
2025 Q2	$2.83M	Buy	57,578 +7,795	+16%	+$379K	1.07%	26
2025 Q1	$2.52M	Buy	+49,783	New	+$2.52M	1.25%	18

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

Retirement Guys Formula's KNG Position: Q2 2026 in Review

Retirement Guys Formula increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 6.5% in Q2 2026, buying an estimated $241K and bringing the position to 80,287 shares worth $4.05M. The position accounts for 1.53% of the portfolio, ranked #16.

Retirement Guys Formula first reported a position in KNG in Q1 2025 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Retirement Guys Formula held 80,287 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $4.05M as of Q2 2026.
Retirement Guys Formula bought 4,895 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $241K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 1.53% of Retirement Guys Formula's portfolio in Q2 2026, its #16 holding.
Retirement Guys Formula first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2025 and has held it in 6 quarters since.
308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.