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

SHP 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	$92.5K	Sell	1,831 -327	-15%	-$16.1K	0.01%	426
2026 Q1	$105K	Sell	2,158 -520	-19%	-$26.4K	0.01%	377
2025 Q4	$132K	Buy	+2,678	New	+$131K	0.01%	311

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 22.9% 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

SHP Wealth Management's KNG Position: Q2 2026 in Review

SHP Wealth Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 15% in Q2 2026, selling an estimated $16.1K and leaving 1,831 shares worth $92.5K. The position accounts for 0.01% of the portfolio, ranked #426.

SHP Wealth Management first reported a position in KNG in Q4 2025 and has held it in 3 quarters since. The position peaked at $132K in Q4 2025. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

SHP Wealth Management held 1,831 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $92.5K as of Q2 2026.
SHP Wealth Management sold 327 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $16.1K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #426 holding.
SHP Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2025 and has held it in 3 quarters since.
SHP Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $132K in Q4 2025.
309 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.