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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

SHP Wealth Management's KNG Position: Q1 2026 in Review

SHP Wealth Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 19% in Q1 2026, selling an estimated $26.4K and leaving 2,158 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #377.

SHP Wealth Management first reported a position in KNG in Q4 2025 and has held it in 2 quarters since. The position peaked at $132K in Q4 2025. 305 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

  • SHP Wealth Management held 2,158 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $105K as of Q1 2026.
  • SHP Wealth Management sold 520 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $26.4K.
  • FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #377 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 2 quarters since.
  • SHP Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $132K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.