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

Sequent Planning’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	$2.13M	Sell	42,195 -10,228	-20%	-$503K	0.46%	60
2026 Q1	$2.55M	Buy	52,423 +2,719	+5%	+$138K	0.62%	40
2025 Q4	$2.44M	Buy	49,704 +21,750	+78%	+$1.07M	0.62%	40
2025 Q3	$1.38M	Buy	27,954 +915	+3%	+$45.6K	0.39%	56
2025 Q2	$1.33M	Buy	27,039 +588	+2%	+$28.6K	0.42%	39
2025 Q1	$1.34M	Buy	26,451 +76	+0.3%	+$3.85K	0.48%	34
2024 Q4	$1.32M	Sell	26,375 -193	-0.7%	-$10.3K	0.49%	34
2024 Q3	$1.45M	Buy	26,568 +314	+1%	+$16.5K	0.5%	32
2024 Q2	$1.31M	Sell	26,254 -2,074	-7%	-$107K	0.45%	35
2024 Q1	$1.52M	Buy	+28,328	New	+$1.47M	0.55%	29

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

Sequent Planning's KNG Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 20% in Q2 2026, selling an estimated $503K and leaving 42,195 shares worth $2.13M. The position accounts for 0.46% of the portfolio, ranked #60.

Sequent Planning first reported a position in KNG in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.55M in Q1 2026. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Sequent Planning held 42,195 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $2.13M as of Q2 2026.
Sequent Planning sold 10,228 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $503K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.46% of Sequent Planning's portfolio in Q2 2026, its #60 holding.
Sequent Planning first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.55M in Q1 2026.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.