Summit Financial Wealth Advisors’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Summit Financial Wealth Advisors’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	$229K	Sell	4,525 -800	-15%	-$39.4K	0.03%	201
2026 Q1	$259K	Hold	5,325	–	–	0.04%	166
2025 Q4	$262K	Hold	5,325	–	–	0.04%	163
2025 Q3	$262K	Sell	5,325 -1,000	-16%	-$49.8K	0.04%	154
2025 Q2	$311K	Hold	6,325	–	–	0.06%	125
2025 Q1	$320K	Hold	6,325	–	–	0.06%	109
2024 Q4	$322K	Buy	+6,325	New	+$336K	0.06%	111

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

Summit Financial Wealth Advisors's KNG Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 15% in Q2 2026, selling an estimated $39.4K and leaving 4,525 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #201.

Summit Financial Wealth Advisors first reported a position in KNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $322K in Q4 2024. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Summit Financial Wealth Advisors held 4,525 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $229K as of Q2 2026.
Summit Financial Wealth Advisors sold 800 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $39.4K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #201 holding.
Summit Financial Wealth Advisors 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.
Summit Financial Wealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $322K in Q4 2024.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.