Spurstone Advisory Services’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Spurstone Advisory Services’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	$203	Hold	4	–	–	﹤0.01%	94
2026 Q1	$195	Hold	4	–	–	﹤0.01%	73
2025 Q4	$197	Hold	4	–	–	﹤0.01%	93
2025 Q3	$197	Hold	4	–	–	﹤0.01%	111
2025 Q2	$196	Hold	4	–	–	﹤0.01%	134
2025 Q1	$202	Buy	+4	New	+$203	﹤0.01%	98

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

Spurstone Advisory Services's KNG Position: Q2 2026 in Review

Spurstone Advisory Services held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q2 2026 at 4 shares worth $203. The position accounts for ﹤0.01% of the portfolio, ranked #94.

Spurstone Advisory Services first reported a position in KNG in Q1 2025 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Spurstone Advisory Services held 4 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $203 as of Q2 2026.
Spurstone Advisory Services left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q2 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up ﹤0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #94 holding.
Spurstone Advisory Services first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2025 and has held it in 6 quarters since.
309 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.