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Golden State Equity Partners’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Golden State Equity 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 		– Sell
-112,724
Closed -$2.8M – 1111
2026
Q1 		$2.8M Buy
112,724
+75,956
+207% +$1.98M 0.21% 109
2025
Q4 		$941K Buy
+36,768
New +$998K 0.15% 157

Other funds holding KVLE

LPL Financial
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
UBS Group
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
AF
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
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Golden State Equity Partners's KVLE Position: Q2 2026 in Review

Golden State Equity Partners sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q2 2026, closing a stake of 112,724 shares — an estimated $2.8M sold.

Golden State Equity Partners first reported a position in KVLE in Q4 2025 and held it in 2 quarters. The position peaked at $2.8M in Q1 2026. 11 funds tracked by Wall St. Rank hold KVLE as of Q2 2026.

  • Golden State Equity Partners reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 112,724 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q2 2026, an estimated $2.8M.
  • Golden State Equity Partners first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2025 and held it in 2 quarters.
  • Golden State Equity Partners's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $2.8M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.