Global Retirement Partners’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Global Retirement Partners’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	$6.05K	Buy	+215	New	+$5.85K	﹤0.01%	3631
2025 Q4	$5.5K	Sell	215 -525	-71%	-$14.3K	﹤0.01%	3405
2025 Q3	$20.4K	Sell	740 -525	-42%	-$14.1K	﹤0.01%	2391
2025 Q2	$32.9K	Buy	+1,265	New	+$31.2K	﹤0.01%	2007
2024 Q4	$29.5K	Buy	1,169 +6	+0.5%	+$162	﹤0.01%	1870
2024 Q3	$30.9K	Hold	1,163	–	–	﹤0.01%	1784
2024 Q2	$28.5K	Sell	1,163 -315	-21%	-$7.55K	﹤0.01%	1818
2024 Q1	$35.7K	Buy	1,478 +13	+0.9%	+$301	﹤0.01%	1550
2023 Q4	$33.1K	Hold	1,465	–	–	﹤0.01%	1538
2023 Q3	$30.7K	Hold	1,465	–	–	﹤0.01%	1486
2023 Q2	$33.1K	Sell	1,465 -341	-19%	-$7.58K	﹤0.01%	1458
2023 Q1	$39.9K	Hold	1,806	–	–	﹤0.01%	1333
2022 Q4	$38.7K	Buy	+1,806	New	+$38.9K	﹤0.01%	1207

Other funds holding KVLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FFA

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Global Retirement Partners's KVLE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q2 2026: 215 shares worth $6.05K. The stake represents ﹤0.01% of the portfolio and ranks #3631 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KVLE as recently as Q4 2025.

Global Retirement Partners first reported a position in KVLE in Q4 2022 and has held it in 13 quarters since. The position peaked at $39.9K in Q1 2023. 11 funds tracked by Wall St. Rank hold KVLE as of Q2 2026.

Global Retirement Partners held 215 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $6.05K as of Q2 2026.
KraneShares Value Line Dynamic Dividend Equity Index ETF was a new Global Retirement Partners position in Q2 2026.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3631 holding.
Global Retirement Partners first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2022 and has held it in 13 quarters since.
Global Retirement Partners's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $39.9K in Q1 2023.
11 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.