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 Q3	$5.94K	Hold	215	–	–	﹤0.01%	3909
2026 Q2	$6.06K	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 $468B AUM 17.69% 1-Year Est. Return

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $330M AUM 14.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 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

Global Retirement Partners's KVLE Position: Q3 2026 in Review

Global Retirement Partners held its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) position steady in Q3 2026 at 215 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3909.

Global Retirement Partners first reported a position in KVLE in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.9K in Q1 2023. 11 funds tracked by Wall St. Rank hold KVLE as of Q3 2026.

Global Retirement Partners held 215 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $5.94K as of Q3 2026.
Global Retirement Partners 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 Global Retirement Partners's portfolio in Q3 2026, its #3909 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 14 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 Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.