Valtinson Bruner Financial Planning’s FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG Stock Holding History

Valtinson Bruner Financial Planning’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	$1.21M	Sell	24,059 -244	-1%	-$12K	0.3%	52
2026 Q1	$1.18M	Sell	24,303 -506	-2%	-$25.7K	0.33%	54
2025 Q4	$1.22M	Sell	24,809 -1,043	-4%	-$51.1K	0.35%	51
2025 Q3	$1.27M	Sell	25,852 -176	-0.7%	-$8.77K	0.38%	51
2025 Q2	$1.28M	Sell	26,028 -568	-2%	-$27.6K	0.4%	45
2025 Q1	$1.34M	Buy	26,596 +1,181	+5%	+$59.9K	0.45%	43
2024 Q4	$1.28M	Sell	25,415 -581	-2%	-$30.9K	0.45%	51
2024 Q3	$1.42M	Sell	25,996 -180	-0.7%	-$9.45K	0.49%	48
2024 Q2	$1.32M	Sell	26,176 -533	-2%	-$27.6K	0.52%	49
2024 Q1	$1.43M	Sell	26,709 -1,092	-4%	-$56.5K	0.61%	45
2023 Q4	$1.44M	Sell	27,801 -2,821	-9%	-$139K	0.74%	42
2023 Q3	$1.51M	Sell	30,622 -38	-0.1%	-$1.99K	0.83%	40
2023 Q2	$1.62M	Sell	30,660 -795	-3%	-$41K	0.87%	38
2023 Q1	$1.62M	Sell	31,455 -280	-0.9%	-$14.4K	0.92%	34
2022 Q4	$1.64M	Buy	31,735 +2,002	+7%	+$101K	0.95%	37
2022 Q3	$1.36M	Sell	29,733 -736	-2%	-$37.3K	0.84%	40
2022 Q2	$1.5M	Sell	30,469 -242	-0.8%	-$12.7K	0.91%	38
2022 Q1	$1.7M	Sell	30,711 -344	-1%	-$18.8K	0.97%	39
2021 Q4	$1.78M	Sell	31,055 -374	-1%	-$20.6K	0.97%	34
2021 Q3	$1.71M	Buy	31,429 +377	+1%	+$20.4K	0.94%	36
2021 Q2	$1.69M	Buy	+31,052	New	+$1.66M	0.96%	35

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

Valtinson Bruner Financial Planning's KNG Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 1% in Q2 2026, selling an estimated $12K and leaving 24,059 shares worth $1.21M. The position accounts for 0.3% of the portfolio, ranked #52.

Valtinson Bruner Financial Planning first reported a position in KNG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.78M in Q4 2021. 307 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Valtinson Bruner Financial Planning held 24,059 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $1.21M as of Q2 2026.
Valtinson Bruner Financial Planning sold 244 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $12K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.3% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #52 holding.
Valtinson Bruner Financial Planning first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q2 2021 and has held it in 21 quarters since.
Valtinson Bruner Financial Planning's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $1.78M in Q4 2021.
307 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.