Patriot Financial Group Insurance Agency’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-5,161	Closed	-$111K	–	1251
2022 Q2	$111K	Buy	5,161 +65	+1%	+$1.47K	0.02%	518
2022 Q1	$120K	Buy	5,096 +661	+15%	+$15.3K	0.02%	534
2021 Q4	$107K	Buy	4,435 +219	+5%	+$5.43K	0.02%	641
2021 Q3	$99K	Buy	4,216 +78	+2%	+$1.91K	0.02%	657
2021 Q2	$100K	Buy	4,138 +984	+31%	+$23.8K	0.02%	628
2021 Q1	$73K	Buy	+3,154	New	+$68.2K	0.02%	649

Other funds holding KVLE

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KVLE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q3 2022, closing a stake of 5,161 shares — an estimated $111K sold.

Patriot Financial Group Insurance Agency first reported a position in KVLE in Q1 2021 and held it in 6 quarters. The position peaked at $120K in Q1 2022. 5 funds tracked by Wall St. Rank hold KVLE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 5,161 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q3 2022, an estimated $111K.
Patriot Financial Group Insurance Agency first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $120K in Q1 2022.
5 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.