Envestnet Asset Management
KVLE icon

Envestnet Asset Management’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Envestnet Asset Management’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
2025
Q1 		– Sell
-48,826
Closed -$1.23M – 4417
2024
Q4 		$1.23M Sell
48,826
-3,040
-6% -$82.3K ﹤0.01% 3019
2024
Q3 		$1.38M Sell
51,866
-3,027
-6% -$76.7K ﹤0.01% 2912
2024
Q2 		$1.34M Sell
54,893
-4,264
-7% -$102K ﹤0.01% 2832
2024
Q1 		$1.43M Sell
59,157
-3,071
-5% -$71K ﹤0.01% 2788
2023
Q4 		$1.43M Sell
62,228
-4,136
-6% -$90.3K ﹤0.01% 2668
2023
Q3 		$1.41M Sell
66,364
-12,677
-16% -$284K ﹤0.01% 2567
2023
Q2 		$1.79M Sell
79,041
-9,669
-11% -$215K ﹤0.01% 2349
2023
Q1 		$1.98M Sell
88,710
-350
-0.4% -$7.65K ﹤0.01% 2206
2022
Q4 		$1.91M Sell
89,060
-856
-1% -$18.5K ﹤0.01% 2187
2022
Q3 		$1.78M Buy
89,916
+11
+0% +$243 ﹤0.01% 2154
2022
Q2 		$1.94M Buy
89,905
+8,457
+10% +$191K ﹤0.01% 2127
2022
Q1 		$1.92M Buy
81,448
+741
+0.9% +$17.2K ﹤0.01% 2216
2021
Q4 		$1.95M Sell
80,707
-2,085
-3% -$51.7K ﹤0.01% 2201
2021
Q3 		$1.95M Buy
82,792
+354
+0.4% +$8.67K ﹤0.01% 2103
2021
Q2 		$1.99M Buy
+82,438
New +$1.99M ﹤0.01% 2055

Other funds holding KVLE

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

Envestnet Asset Management's KVLE Position: Q1 2025 in Review

Envestnet Asset Management sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q1 2025, closing a stake of 48,826 shares — an estimated $1.23M sold.

Envestnet Asset Management first reported a position in KVLE in Q2 2021 and held it in 15 quarters. The position peaked at $1.99M in Q2 2021. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2025.

  • Envestnet Asset Management reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 48,826 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q1 2025, an estimated $1.23M.
  • Envestnet Asset Management first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q2 2021 and held it in 15 quarters.
  • Envestnet Asset Management's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $1.99M in Q2 2021.
  • 12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.