Freedom Investment Management’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Freedom Investment 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	$400K	Sell	16,071 -3,367	-17%	-$87.8K	0.12%	60
2025 Q4	$497K	Sell	19,438 -60,872	-76%	-$1.65M	0.14%	54
2025 Q3	$2.22M	Buy	80,310 +17,609	+28%	+$473K	0.59%	21
2025 Q2	$1.63M	Sell	62,701 -738,137	-92%	-$18.2M	0.13%	137
2025 Q1	$19.8M	Sell	800,838 -1,813	-0.2%	-$46.2K	1.67%	7
2024 Q4	$20.3M	Sell	802,651 -50,828	-6%	-$1.38M	1.68%	6
2024 Q3	$22.7M	Buy	853,479 +13,494	+2%	+$342K	1.8%	7
2024 Q2	$20.6M	Buy	839,985 +1,227	+0.1%	+$29.4K	1.68%	8
2024 Q1	$20.2M	Sell	838,758 -15,450	-2%	-$357K	1.62%	9
2023 Q4	$19.7M	Buy	+854,208	New	+$18.7M	1.6%	9

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 $37.1M AUM 20.75% 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

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 28.72% 1-Year Est. Return

EWM

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

Freedom Investment Management's KVLE Position: Q1 2026 in Review

Freedom Investment Management reduced its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) stake by 17% in Q1 2026, selling an estimated $87.8K and leaving 16,071 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #60.

Freedom Investment Management first reported a position in KVLE in Q4 2023 and has held it in 10 quarters since. The position peaked at $22.7M in Q3 2024. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2026.

Freedom Investment Management held 16,071 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $400K as of Q1 2026.
Freedom Investment Management sold 3,367 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q1 2026, an estimated $87.8K.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up 0.12% of Freedom Investment Management's portfolio in Q1 2026, its #60 holding.
Freedom Investment Management first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $22.7M in Q3 2024.
12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.