EverSource Wealth Advisors’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

EverSource Wealth Advisors’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	$6.71K	Hold	243	–	–	﹤0.01%	3138
2026 Q2	$6.84K	Hold	243	–	–	﹤0.01%	3120
2026 Q1	$6.05K	Hold	243	–	–	﹤0.01%	3175
2025 Q4	$6.22K	Hold	243	–	–	﹤0.01%	3027
2025 Q3	$6.7K	Hold	243	–	–	﹤0.01%	3018
2025 Q2	$6.32K	Hold	243	–	–	﹤0.01%	3056
2025 Q1	$6.02K	Hold	243	–	–	﹤0.01%	2406
2024 Q4	$6.14K	Hold	243	–	–	﹤0.01%	2252
2024 Q3	$6.45K	Hold	243	–	–	﹤0.01%	2113
2024 Q2	$6.15K	Hold	243	–	–	﹤0.01%	2132
2024 Q1	$5.6K	Hold	243	–	–	﹤0.01%	1998
2023 Q4	$5.6K	Hold	243	–	–	﹤0.01%	1813
2023 Q3	$5.16K	Hold	243	–	–	﹤0.01%	1701
2023 Q2	$5.5K	Buy	+243	New	+$5.4K	﹤0.01%	1690

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 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

EverSource Wealth Advisors's KVLE Position: Q3 2026 in Review

EverSource Wealth Advisors held its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) position steady in Q3 2026 at 243 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

EverSource Wealth Advisors first reported a position in KVLE in Q2 2023 and has held it in 14 quarters since. The position peaked at $6.84K in Q2 2026. 7 funds tracked by Wall St. Rank hold KVLE as of Q3 2026.

EverSource Wealth Advisors held 243 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $6.71K as of Q3 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q3 2026, its #3138 holding.
EverSource Wealth Advisors first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q2 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $6.84K in Q2 2026.
7 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.