Stonehaven Wealth & Tax Solutions’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.38M	Buy	27,321 +473	+2%	+$23.3K	1.11%	23
2026 Q1	$1.31M	Sell	26,848 -1,378	-5%	-$70K	1.16%	22
2025 Q4	$1.39M	Sell	28,226 -262	-0.9%	-$12.8K	1.25%	21
2025 Q3	$1.4M	Buy	28,488 +824	+3%	+$41.1K	1.3%	21
2025 Q2	$1.36M	Buy	27,664 +454	+2%	+$22.1K	1.33%	20
2025 Q1	$1.37M	Buy	27,210 +5,944	+28%	+$301K	1.45%	19
2024 Q4	$1.07M	Buy	+21,266	New	+$1.13M	1.16%	26

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

Stonehaven Wealth & Tax Solutions's KNG Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 1.8% in Q2 2026, buying an estimated $23.3K and bringing the position to 27,321 shares worth $1.38M. The position accounts for 1.11% of the portfolio, ranked #23.

Stonehaven Wealth & Tax Solutions first reported a position in KNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 27,321 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.38M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 473 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $23.3K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 1.11% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #23 holding.
Stonehaven Wealth & Tax Solutions first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2024 and has held it in 7 quarters since.
Stonehaven Wealth & Tax Solutions's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.4M in Q3 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 Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.