Carson Wealth (CWM LLC)
KVLE icon

Carson Wealth (CWM LLC)’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Carson Wealth (CWM LLC)’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 		$59.5K Hold
2,391
– – ﹤0.01% 3683
2025
Q4 		$61K Hold
2,391
– – ﹤0.01% 3450
2025
Q3 		$66K Hold
2,391
– – ﹤0.01% 3305
2025
Q2 		$62K Hold
2,391
– – ﹤0.01% 3107
2025
Q1 		$59K Hold
2,391
– – ﹤0.01% 2838
2024
Q4 		$60K Hold
2,391
– – ﹤0.01% 2661
2024
Q3 		$63K Hold
2,391
– – ﹤0.01% 2523
2024
Q2 		$59K Hold
2,391
– – ﹤0.01% 2355
2024
Q1 		$58K Hold
2,391
– – ﹤0.01% 2206
2023
Q4 		$55K Hold
2,391
– – ﹤0.01% 2116
2023
Q3 		$51K Hold
2,391
– – ﹤0.01% 2042
2023
Q2 		$54K Hold
2,391
– – ﹤0.01% 1922
2023
Q1 		$53K Hold
2,391
– – ﹤0.01% 1838
2022
Q4 		$51K Buy
+2,391
New +$51.6K ﹤0.01% 1720

Other funds holding KVLE

LPL Financial
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
GS
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
UBS Group
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Carson Wealth (CWM LLC)'s KVLE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) position steady in Q1 2026 at 2,391 shares worth $59.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3683.

Carson Wealth (CWM LLC) first reported a position in KVLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $66K in Q3 2025. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,391 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $59.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) 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 Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3683 holding.
  • Carson Wealth (CWM LLC) first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $66K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.