Robertson Stephens Wealth Management’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Robertson Stephens Wealth Management’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	$247K	Hold	4,900	–	–	0.01%	573
2026 Q1	$239K	Hold	4,900	–	–	0.01%	557
2025 Q4	$241K	Hold	4,900	–	–	0.01%	562
2025 Q3	$242K	Hold	4,900	–	–	0.01%	484
2025 Q2	$241K	Hold	4,900	–	–	0.01%	500
2025 Q1	$248K	Buy	+4,900	New	+$248K	0.01%	490

Other funds holding KNG

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SFS

Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return

Robertson Stephens Wealth Management's KNG Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q2 2026 at 4,900 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #573.

Robertson Stephens Wealth Management first reported a position in KNG in Q1 2025 and has held it in 6 quarters since. The position peaked at $248K in Q1 2025. 175 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Robertson Stephens Wealth Management held 4,900 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $247K as of Q2 2026.
Robertson Stephens Wealth Management left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #573 holding.
Robertson Stephens Wealth Management 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.
Robertson Stephens Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $248K in Q1 2025.
175 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.