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

Stillwater Wealth Management Group’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 Q1	$1.11M	Buy	22,700 +75	+0.3%	+$3.81K	0.68%	42
2025 Q4	$1.11M	Sell	22,625 -2,300	-9%	-$113K	0.75%	39
2025 Q3	$1.23M	Buy	+24,925	New	+$1.24M	0.86%	36
2025 Q1	$2.78M	Buy	55,030 +9,436	+21%	+$478K	2.41%	22
2024 Q4	$2.29M	Buy	+45,594	New	+$2.42M	2.06%	25

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

SFG

Southern Financial Group Birmingham, Alabama $392M AUM

Stillwater Wealth Management Group's KNG Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 0.33% in Q1 2026, buying an estimated $3.81K and bringing the position to 22,700 shares worth $1.11M. The position accounts for 0.68% of the portfolio, ranked #42.

Stillwater Wealth Management Group first reported a position in KNG in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.78M in Q1 2025. 308 funds tracked by Wall St. Rank hold KNG as of Q1 2026.

Stillwater Wealth Management Group held 22,700 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.11M as of Q1 2026.
Stillwater Wealth Management Group bought 75 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q1 2026, an estimated $3.81K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.68% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #42 holding.
Stillwater Wealth Management Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 5 quarters since.
Stillwater Wealth Management Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.78M in Q1 2025.
308 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.