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 Q3	$8.65K	Hold	307	–	–	﹤0.01%	3932
2026 Q2	$8.65K	Hold	307	–	–	﹤0.01%	3809
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 $468B AUM 17.69% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

EPG Wealth Management Atlanta, Georgia $434M AUM 27.98% 1-Year Est. Return

Allworth Financial's KVLE Position: Q3 2026 in Review

Allworth Financial held its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) position steady in Q3 2026 at 307 shares worth $8.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3932.

Allworth Financial first reported a position in KVLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $20K in Q4 2024. 7 funds tracked by Wall St. Rank hold KVLE as of Q3 2026.

Allworth Financial held 307 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $8.65K as of Q3 2026.
Allworth Financial left its KraneShares Value Line Dynamic Dividend Equity Index ETF share count unchanged in Q3 2026.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #3932 holding.
Allworth Financial first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2024 and has held it in 8 quarters since.
Allworth Financial's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $20K in Q4 2024.
7 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.