Envestnet Portfolio Solutions
KVLE icon

Envestnet Portfolio Solutions’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Envestnet Portfolio Solutions’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
-13,268
Closed -$335K – 1690
2024
Q4 		$335K Buy
13,268
+1,754
+15% +$47.5K ﹤0.01% 1449
2024
Q3 		$306K Sell
11,514
-415
-3% -$10.5K ﹤0.01% 1441
2024
Q2 		$292K Buy
11,929
+1,356
+13% +$32.5K ﹤0.01% 1391
2024
Q1 		$255K Sell
10,573
-908
-8% -$21K ﹤0.01% 1439
2023
Q4 		$265K Buy
11,481
+180
+2% +$3.93K ﹤0.01% 1358
2023
Q3 		$240K Buy
+11,301
New +$253K ﹤0.01% 1344

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 Portfolio Solutions's KVLE Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q1 2025, closing a stake of 13,268 shares — an estimated $335K sold.

Envestnet Portfolio Solutions first reported a position in KVLE in Q3 2023 and held it in 6 quarters. The position peaked at $335K in Q4 2024. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 13,268 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q1 2025, an estimated $335K.
  • Envestnet Portfolio Solutions first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $335K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.