Proactive Wealth Strategies’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Proactive Wealth Strategies’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	$2.47M	Buy	99,356 +68,651	+224%	+$1.79M	0.46%	58
2025 Q4	$786K	Buy	30,705 +10,235	+50%	+$278K	0.31%	75
2025 Q3	$565K	Buy	20,470 +7,390	+56%	+$198K	0.24%	83
2025 Q2	$340K	Buy	+13,080	New	+$323K	0.16%	103

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

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

EWM

EPG Wealth Management Atlanta, Georgia $369M AUM 24.46% 1-Year Est. Return

Proactive Wealth Strategies's KVLE Position: Q1 2026 in Review

Proactive Wealth Strategies increased its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) stake by 224% in Q1 2026, buying an estimated $1.79M and bringing the position to 99,356 shares worth $2.47M. The position accounts for 0.46% of the portfolio, ranked #58.

Proactive Wealth Strategies 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.

Proactive Wealth Strategies held 99,356 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $2.47M as of Q1 2026.
Proactive Wealth Strategies bought 68,651 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q1 2026, an estimated $1.79M.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up 0.46% of Proactive Wealth Strategies's portfolio in Q1 2026, its #58 holding.
Proactive Wealth Strategies 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 Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.