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

TrueWealth 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	$1.42M	Sell	28,117 -3,465	-11%	-$170K	0.32%	55
2026 Q1	$1.54M	Sell	31,582 -13,552	-30%	-$688K	0.39%	43
2025 Q4	$2.22M	Sell	45,134 -6,507	-13%	-$319K	0.57%	34
2025 Q3	$2.55M	Buy	51,641 +2,348	+5%	+$117K	0.69%	30
2025 Q2	$2.42M	Sell	49,293 -1,306	-3%	-$63.5K	0.72%	29
2025 Q1	$2.56M	Buy	50,599 +3,590	+8%	+$182K	0.84%	24
2024 Q4	$2.36M	Buy	47,009 +2,663	+6%	+$142K	0.79%	27
2024 Q3	$2.42M	Buy	44,346 +2,009	+5%	+$106K	0.81%	28
2024 Q2	$2.14M	Buy	42,337 +8,679	+26%	+$449K	0.79%	27
2024 Q1	$1.81M	Buy	33,658 +1,783	+6%	+$92.3K	0.7%	32
2023 Q4	$1.65M	Buy	31,875 +4,388	+16%	+$217K	0.64%	31
2023 Q3	$1.36M	Buy	27,487 +23,279	+553%	+$1.22M	0.57%	36
2023 Q2	$222K	Buy	+4,208	New	+$217K	0.09%	173

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

TrueWealth Advisors's KNG Position: Q2 2026 in Review

TrueWealth Advisors reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 11% in Q2 2026, selling an estimated $170K and leaving 28,117 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #55.

TrueWealth Advisors first reported a position in KNG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.56M in Q1 2025. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

TrueWealth Advisors held 28,117 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.42M as of Q2 2026.
TrueWealth Advisors sold 3,465 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $170K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.32% of TrueWealth Advisors's portfolio in Q2 2026, its #55 holding.
TrueWealth Advisors first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2023 and has held it in 13 quarters since.
TrueWealth Advisors's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $2.56M in Q1 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 TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.