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 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 San Diego, California $377B AUM 19.32% 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

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 28.74% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

Golden State Equity Partners's KVLE Position: Q1 2026 in Review

Golden State Equity Partners increased its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) stake by 207% in Q1 2026, buying an estimated $1.98M and bringing the position to 112,724 shares worth $2.8M. The position accounts for 0.21% of the portfolio, ranked #109.

Golden State Equity Partners first reported a position in KVLE in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2026.

Golden State Equity Partners held 112,724 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $2.8M as of Q1 2026.
Golden State Equity Partners bought 75,956 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q1 2026, an estimated $1.98M.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up 0.21% of Golden State Equity Partners's portfolio in Q1 2026, its #109 holding.
Golden State Equity Partners first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2025 and has held it in 2 quarters since.
12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.