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

Stonebridge Financial Planning 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 Q2	$1.5M	Sell	29,654 -17,409	-37%	-$856K	0.48%	65
2026 Q1	$2.29M	Sell	47,063 -1,586	-3%	-$80.6K	0.84%	35
2025 Q4	$2.39M	Sell	48,649 -5,166	-10%	-$253K	0.86%	30
2025 Q3	$2.65M	Sell	53,815 -3,390	-6%	-$169K	1%	27
2025 Q2	$2.81M	Buy	57,205 +3,104	+6%	+$151K	1.17%	22
2025 Q1	$2.73M	Buy	54,101 +8,581	+19%	+$435K	1.25%	20
2024 Q4	$2.29M	Buy	45,520 +5,832	+15%	+$310K	1.02%	27
2024 Q3	$2.16M	Buy	39,688 +3,862	+11%	+$203K	1.03%	26
2024 Q2	$1.81M	Buy	35,826 +8,819	+33%	+$456K	0.91%	32
2024 Q1	$1.45M	Buy	27,007 +3,942	+17%	+$204K	0.77%	39
2023 Q4	$1.19M	Buy	23,065 +13,075	+131%	+$646K	0.69%	43
2023 Q3	$493K	Buy	+9,990	New	+$524K	0.32%	78

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

Stonebridge Financial Planning Group's KNG Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 37% in Q2 2026, selling an estimated $856K and leaving 29,654 shares worth $1.5M. The position accounts for 0.48% of the portfolio, ranked #65.

Stonebridge Financial Planning Group first reported a position in KNG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.81M in Q2 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Stonebridge Financial Planning Group held 29,654 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.5M as of Q2 2026.
Stonebridge Financial Planning Group sold 17,409 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $856K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.48% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #65 holding.
Stonebridge Financial Planning Group first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q3 2023 and has held it in 12 quarters since.
Stonebridge Financial Planning Group's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.81M in Q2 2025.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.