Allworth Financial’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Allworth Financial’s Portfolio KVLE Stock Details KVLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.64K	Hold	307	–	–	﹤0.01%	3686
2025 Q4	$7.86K	Hold	307	–	–	﹤0.01%	3424
2025 Q3	$8.47K	Sell	307 -171	-36%	-$4.59K	﹤0.01%	3243
2025 Q2	$12.4K	Sell	478 -327	-41%	-$8.07K	﹤0.01%	2790
2025 Q1	$19.3K	Buy	805 +40	+5%	+$1.02K	﹤0.01%	2104
2024 Q4	$20K	Buy	+765	New	+$20.7K	﹤0.01%	2103

Other funds holding KVLE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Allworth Financial's KVLE Position: Q1 2026 in Review

Allworth Financial held its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) position steady in Q1 2026 at 307 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3686.

Allworth Financial first reported a position in KVLE in Q4 2024 and has held it in 6 quarters since. The position peaked at $20K in Q4 2024. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2026.

Allworth Financial held 307 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $7.64K as of Q1 2026.
Allworth Financial left its KraneShares Value Line Dynamic Dividend Equity Index ETF share count unchanged in Q1 2026.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3686 holding.
Allworth Financial first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2024 and has held it in 6 quarters since.
Allworth Financial's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $20K in Q4 2024.
12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.