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

Unique Wealth’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 Q3	$661K	Hold	13,735	–	–	0.08%	129
2026 Q2	$694K	Sell	13,735 -2,994	-18%	-$147K	0.08%	127
2026 Q1	$815K	Hold	16,729	–	–	0.11%	98
2025 Q4	$822K	Sell	16,729 -2,761	-14%	-$135K	0.11%	101
2025 Q3	$961K	Sell	19,490 -808	-4%	-$40.3K	0.14%	89
2025 Q2	$997K	Sell	20,298 -2,286	-10%	-$111K	0.16%	82
2025 Q1	$1.14M	Sell	22,584 -11,860	-34%	-$601K	0.22%	74
2024 Q4	$1.73M	Sell	34,444 -6,129	-15%	-$326K	0.36%	54
2024 Q3	$2.21M	Sell	40,573 -30,320	-43%	-$1.59M	0.51%	40
2024 Q2	$3.58M	Sell	70,893 -3,176	-4%	-$164K	0.94%	24
2024 Q1	$3.98M	Buy	+74,069	New	+$3.84M	1.12%	17

Other funds holding KNG

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Southern Financial Group Birmingham, Alabama $366M AUM 5.44% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Solitude Financial Services Charlottesville, Virginia $370M AUM 15.5% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Unique Wealth's KNG Position: Q3 2026 in Review

Unique Wealth held its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) position steady in Q3 2026 at 13,735 shares worth $661K. The position accounts for 0.08% of the portfolio, ranked #129.

Unique Wealth first reported a position in KNG in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.98M in Q1 2024. 124 funds tracked by Wall St. Rank hold KNG as of Q3 2026.

Unique Wealth held 13,735 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $661K as of Q3 2026.
Unique Wealth left its FT Vest S&P 500 Dividend Aristocrats Target Income ETF share count unchanged in Q3 2026.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.08% of Unique Wealth's portfolio in Q3 2026, its #129 holding.
Unique Wealth first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q1 2024 and has held it in 11 quarters since.
Unique Wealth's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $3.98M in Q1 2024.
124 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.