LPL Financial’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

LPL Financial’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	$23.8M	Buy	957,021 +295,523	+45%	+$7.7M	0.01%	1342
2025 Q4	$16.9M	Sell	661,498 -15,557	-2%	-$422K	﹤0.01%	1516
2025 Q3	$18.7M	Buy	677,055 +13,813	+2%	+$371K	0.01%	1408
2025 Q2	$17.3M	Buy	+663,242	New	+$16.4M	0.01%	1355

Other funds holding KVLE

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

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 28.72% 1-Year Est. Return

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

LPL Financial's KVLE Position: Q1 2026 in Review

LPL Financial increased its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) stake by 45% in Q1 2026, buying an estimated $7.7M and bringing the position to 957,021 shares worth $23.8M. The position accounts for 0.01% of the portfolio, ranked #1342.

LPL Financial first reported a position in KVLE in Q2 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2026.

LPL Financial held 957,021 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $23.8M as of Q1 2026.
LPL Financial bought 295,523 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q1 2026, an estimated $7.7M.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1342 holding.
LPL Financial first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q2 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.