SageView Advisory Group’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-4,940	Closed	-$243K	–	1581
2025 Q4	$243K	Sell	4,940 -600	-11%	-$29.4K	0.01%	536
2025 Q3	$273K	Hold	5,540	–	–	0.01%	544
2025 Q2	$277K	Sell	5,540 -5,179	-48%	-$252K	0.01%	519
2025 Q1	$542K	Sell	10,719 -2,132	-17%	-$108K	0.02%	333
2024 Q4	$645K	Sell	12,851 -349	-3%	-$18.6K	0.03%	297
2024 Q3	$719K	Sell	13,200 -486	-4%	-$25.5K	0.04%	241
2024 Q2	$691K	Buy	+13,686	New	+$708K	0.03%	284
2024 Q1	–	Sell	-18,877	Closed	-$974K	–	647
2023 Q4	$974K	Sell	18,877 -21,182	-53%	-$1.05M	0.04%	256
2023 Q3	$1.98M	Buy	40,059 +25,844	+182%	+$1.36M	0.11%	113
2023 Q2	$751K	Buy	14,215 +3,863	+37%	+$199K	0.04%	273
2023 Q1	$533K	Buy	10,352 +104	+1%	+$5.37K	0.03%	297
2022 Q4	$524K	Buy	+10,248	New	+$519K	0.04%	236

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

SageView Advisory Group's KNG Position: Q1 2026 in Review

SageView Advisory Group sold out of FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q1 2026, closing a stake of 4,940 shares — an estimated $243K sold.

SageView Advisory Group first reported a position in KNG in Q4 2022 and held it in 12 quarters. The position peaked at $1.98M in Q3 2023. 308 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

SageView Advisory Group reported no remaining FT Vest S&P 500 Dividend Aristocrats Target Income ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 4,940 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $243K.
SageView Advisory Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2022 and held it in 12 quarters.
SageView Advisory Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.98M in Q3 2023.
308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.