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
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 $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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

TAM

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Global Retirement Partners's KVLE Position: Q4 2025 in Review

Global Retirement Partners reduced its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) stake by 71% in Q4 2025, selling an estimated $14.3K and leaving 215 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

Global Retirement Partners first reported a position in KVLE in Q4 2022 and has held it in 12 quarters since. The position peaked at $39.9K in Q1 2023. 14 funds tracked by Wall St. Rank hold KVLE as of Q4 2025.

Global Retirement Partners held 215 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $5.5K as of Q4 2025.
Global Retirement Partners sold 525 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q4 2025, an estimated $14.3K.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3405 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 12 quarters since.
Global Retirement Partners's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $39.9K in Q1 2023.
14 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.