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

Schulz Wealth’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	$1.22M	Buy	+24,225	New	+$1.19M	0.63%	29
2025 Q4	$1.19M	Hold	24,225	–	–	0.76%	25
2025 Q3	$1.19M	Hold	24,225	–	–	0.79%	24
2025 Q2	$1.19M	Hold	24,225	–	–	0.89%	22
2025 Q1	$1.22M	Hold	24,225	–	–	0.93%	21
2024 Q4	$1.22M	Hold	24,225	–	–	0.93%	20
2024 Q3	$1.32M	Hold	24,225	–	–	1.02%	19
2024 Q2	$1.22M	Hold	24,225	–	–	1.04%	19
2024 Q1	$1.3M	Buy	24,225 +9,725	+67%	+$504K	1.11%	17
2023 Q4	$749K	Buy	+14,500	New	+$716K	0.72%	25

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

Schulz Wealth's KNG Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) in Q2 2026: 24,225 shares worth $1.22M. The stake represents 0.63% of the portfolio and ranks #29 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in KNG as recently as Q4 2025.

Schulz Wealth first reported a position in KNG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q3 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Schulz Wealth held 24,225 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.22M as of Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF was a new Schulz Wealth position in Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.63% of Schulz Wealth's portfolio in Q2 2026, its #29 holding.
Schulz Wealth first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2023 and has held it in 10 quarters since.
Schulz Wealth's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.32M in Q3 2024.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.