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Summit Wealth Group (Colorado)’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Summit Wealth Group (Colorado)’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 		$208K Hold
4,125
– – 0.02% 384
2026
Q1 		$201K Sell
4,125
-9
-0.2% -$457 0.02% 335
2025
Q4 		$203K Buy
+4,134
New +$203K 0.03% 268

Other funds holding KNG

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SFG
Southern Financial Group Birmingham, Alabama $392M AUM
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $361M AUM 21.75% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Summit Wealth Group (Colorado)'s KNG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q2 2026 at 4,125 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #384.

Summit Wealth Group (Colorado) first reported a position in KNG in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,125 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $208K as of Q2 2026.
  • Summit Wealth Group (Colorado) 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 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #384 holding.
  • Summit Wealth Group (Colorado) first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.