Kestra Advisory Services’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Kestra Advisory Services’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	–	Sell	-2,227	Closed	-$57K	–	3816
2025 Q4	$57K	Buy	+2,227	New	+$60.5K	﹤0.01%	3843

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 $1.32B AUM 23.87% 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

Kestra Advisory Services's KVLE Position: Q1 2026 in Review

Kestra Advisory Services sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q1 2026, closing a stake of 2,227 shares — an estimated $57K sold.

Kestra Advisory Services first reported a position in KVLE in Q4 2025 and held it in 1 quarter. The position peaked at $57K in Q4 2025. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2026.

Kestra Advisory Services reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,227 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q1 2026, an estimated $57K.
Kestra Advisory Services first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $57K in Q4 2025.
12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.