EPG Wealth Management’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

EPG Wealth 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
2026 Q1	$3.33K	Hold	134	–	–	﹤0.01%	309
2025 Q4	$3.43K	Hold	134	–	–	﹤0.01%	303
2025 Q3	$3.7K	Hold	134	–	–	﹤0.01%	302
2025 Q2	$3.49K	Hold	134	–	–	﹤0.01%	298
2025 Q1	$3.32K	Hold	134	–	–	﹤0.01%	404
2024 Q4	$3.38K	Hold	134	–	–	﹤0.01%	407
2024 Q3	$3.56K	Buy	+134	New	+$3.39K	﹤0.01%	400
2024 Q2	–	Sell	-134	Closed	-$3.21K	–	424
2024 Q1	$3.23K	Hold	134	–	–	﹤0.01%	425
2023 Q4	$3.01K	Hold	134	–	–	﹤0.01%	405
2023 Q3	$2.85K	Hold	134	–	–	﹤0.01%	400
2023 Q2	$3.03K	Hold	134	–	–	﹤0.01%	392
2023 Q1	$2.98K	Buy	+134	New	+$2.93K	﹤0.01%	398

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 $1.32B AUM 23.87% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

EPG Wealth Management's KVLE Position: Q1 2026 in Review

EPG Wealth Management held its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) position steady in Q1 2026 at 134 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

EPG Wealth Management first reported a position in KVLE in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.7K in Q3 2025. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2026.

EPG Wealth Management held 134 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $3.33K as of Q1 2026.
EPG Wealth Management 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 EPG Wealth Management's portfolio in Q1 2026, its #309 holding.
EPG Wealth Management first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q1 2023 and has held it in 12 quarters since.
EPG Wealth Management's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $3.7K 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 EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.