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

ORG 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
2025 Q3	–	Sell	-1	Closed	-$26	–	1639
2025 Q2	$26	Hold	1	–	–	﹤0.01%	1509
2025 Q1	$24	Sell	1 -475	-100%	-$12.1K	﹤0.01%	1380
2024 Q4	$12K	Sell	476 -18	-4%	-$487	﹤0.01%	854
2024 Q3	$13.1K	Sell	494 -1,755	-78%	-$44.5K	﹤0.01%	743
2024 Q2	$55.1K	Buy	+2,249	New	+$53.9K	0.01%	759
2024 Q1	–	Sell	-30,711	Closed	-$708K	–	835
2023 Q4	$708K	Buy	30,711 +200	+0.7%	+$4.37K	0.12%	144
2023 Q3	$648K	Buy	+30,511	New	+$683K	0.19%	119
2023 Q2	–	Sell	-32,472	Closed	-$723K	–	1372
2023 Q1	$723K	Buy	+32,472	New	+$710K	0.18%	95

Other funds holding KVLE

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

ORG Partners's KVLE Position: Q3 2025 in Review

ORG Partners sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q3 2025, closing a stake of 1 share — an estimated $26 sold.

ORG Partners first reported a position in KVLE in Q1 2023 and held it in 8 quarters. The position peaked at $723K in Q1 2023. 12 funds tracked by Wall St. Rank hold KVLE as of Q3 2025.

ORG Partners reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q3 2025 after selling out during the quarter.
ORG Partners sold 1 KraneShares Value Line Dynamic Dividend Equity Index ETF share in Q3 2025, an estimated $26.
ORG Partners first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q1 2023 and held it in 8 quarters.
ORG Partners's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $723K in Q1 2023.
12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.