Summit Wealth Partners’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $774K | Sell |
|
|||||
|
2025
Q2 | $795K | Sell |
|
|||||
|
2025
Q1 | $880K | Sell |
|
|||||
|
2024
Q4 | $1.13M | Sell |
|
|||||
|
2024
Q3 | $1.24M | Sell |
|
|||||
|
2024
Q2 | $1.19M | Sell |
|
|||||
|
2024
Q1 | $1.37M | Buy |
|
|||||
|
2023
Q4 | $1.31M | Buy |
|
|||||
|
2023
Q3 | $945K | Buy |
|
|||||
|
2023
Q2 | $894K | Buy |
|
|||||
|
2023
Q1 | $762K | Hold |
|
|||||
|
2022
Q4 | $757K | Hold |
|
|||||
|
2022
Q3 | $676K | Buy |
|
|||||
|
2022
Q2 | $687K | Sell |
|
|||||
|
2022
Q1 | $777K | Buy |
|
|||||
|
2021
Q4 | $708K | Buy |
|