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
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 $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 $74.2B AUM 21.09% 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 $358M AUM

Schulz Wealth's KNG Position: Q4 2025 in Review

Schulz Wealth held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q4 2025 at 24,225 shares worth $1.19M. The position accounts for 0.76% of the portfolio, ranked #25.

Schulz Wealth first reported a position in KNG in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.32M in Q3 2024. 317 funds tracked by Wall St. Rank hold KNG as of Q4 2025.

Schulz Wealth held 24,225 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.19M as of Q4 2025.
Schulz Wealth left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q4 2025.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.76% of Schulz Wealth's portfolio in Q4 2025, its #25 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 9 quarters since.
Schulz Wealth's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.32M in Q3 2024.
317 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.