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Lionshead Wealth Management’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Lionshead Wealth Management’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
Q2 		– Sell
-9,516
Closed -$236K – 96
2025
Q1 		$236K Sell
9,516
-7,951
-46% -$203K 0.24% 77
2024
Q4 		$441K Buy
+17,467
New +$473K 0.32% 63

Other funds holding KVLE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Lionshead Wealth Management's KVLE Position: Q2 2025 in Review

Lionshead Wealth Management sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q2 2025, closing a stake of 9,516 shares — an estimated $236K sold.

Lionshead Wealth Management first reported a position in KVLE in Q4 2024 and held it in 2 quarters. The position peaked at $441K in Q4 2024. 14 funds tracked by Wall St. Rank hold KVLE as of Q2 2025.

  • Lionshead Wealth Management reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q2 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 9,516 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q2 2025, an estimated $236K.
  • Lionshead Wealth Management first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2024 and held it in 2 quarters.
  • Lionshead Wealth Management's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $441K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q2 2025.

Based on Lionshead Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.