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 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	$5.59K	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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

EverSource Wealth Advisors's KVLE Position: Q2 2026 in Review

EverSource Wealth Advisors held its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) position steady in Q2 2026 at 243 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3120.

EverSource Wealth Advisors first reported a position in KVLE in Q2 2023 and has held it in 13 quarters since. 3 funds tracked by Wall St. Rank hold KVLE as of Q2 2026.

EverSource Wealth Advisors held 243 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $6.84K as of Q2 2026.
EverSource Wealth Advisors left its KraneShares Value Line Dynamic Dividend Equity Index ETF share count unchanged in Q2 2026.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3120 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 13 quarters since.
3 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.