Triad Wealth Partners’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Triad Wealth Partners’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	$1.27M	Sell	24,867 -82,258	-77%	-$4.05M	0.08%	174
2026 Q1	$5.22M	Buy	107,125 +21,275	+25%	+$1.08M	0.41%	54
2025 Q4	$4.22M	Buy	85,850 +4,779	+6%	+$234K	0.4%	60
2025 Q3	$4M	Sell	81,071 -9,312	-10%	-$464K	0.52%	44
2025 Q2	$4.44M	Buy	+90,383	New	+$4.4M	0.9%	30
2024 Q3	–	Sell	-1,103	Closed	-$55.7K	–	510
2024 Q2	$55.7K	Buy	+1,103	New	+$57.1K	0.03%	216

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

Triad Wealth Partners's KNG Position: Q2 2026 in Review

Triad Wealth Partners reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 77% in Q2 2026, selling an estimated $4.05M and leaving 24,867 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #174.

Triad Wealth Partners first reported a position in KNG in Q2 2024 and has held it in 6 quarters since. The position peaked at $5.22M in Q1 2026. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Triad Wealth Partners held 24,867 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.27M as of Q2 2026.
Triad Wealth Partners sold 82,258 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $4.05M.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.08% of Triad Wealth Partners's portfolio in Q2 2026, its #174 holding.
Triad Wealth Partners first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2024 and has held it in 6 quarters since.
Triad Wealth Partners's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $5.22M in Q1 2026.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.