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

Walser Wealth Management’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	$367K	Sell	7,260 -324	-4%	-$15.9K	0.15%	139
2026 Q1	$369K	Sell	7,584 -5,203	-41%	-$264K	0.17%	100
2025 Q4	$628K	Buy	+12,787	New	+$627K	0.33%	56

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

Walser Wealth Management's KNG Position: Q2 2026 in Review

Walser Wealth Management reduced its FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) stake by 4.3% in Q2 2026, selling an estimated $15.9K and leaving 7,260 shares worth $367K. The position accounts for 0.15% of the portfolio, ranked #139.

Walser Wealth Management first reported a position in KNG in Q4 2025 and has held it in 3 quarters since. The position peaked at $628K in Q4 2025. 304 funds tracked by Wall St. Rank hold KNG as of Q2 2026.

Walser Wealth Management held 7,260 shares of FT Vest S&P 500 Dividend Aristocrats Target Income ETF worth $367K as of Q2 2026.
Walser Wealth Management sold 324 FT Vest S&P 500 Dividend Aristocrats Target Income ETF shares in Q2 2026, an estimated $15.9K.
FT Vest S&P 500 Dividend Aristocrats Target Income ETF made up 0.15% of Walser Wealth Management's portfolio in Q2 2026, its #139 holding.
Walser Wealth Management first reported a position in FT Vest S&P 500 Dividend Aristocrats Target Income ETF in Q4 2025 and has held it in 3 quarters since.
Walser Wealth Management's FT Vest S&P 500 Dividend Aristocrats Target Income ETF position peaked at $628K in Q4 2025.
304 funds tracked by Wall St. Rank held FT Vest S&P 500 Dividend Aristocrats Target Income ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.