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

Raymond James 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
2025
Q3 		– Sell
-1,165
Closed -$30.3K – 5909
2025
Q2 		$30.3K Buy
+1,165
New +$28.8K ﹤0.01% 5406

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
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Raymond James Financial's KVLE Position: Q3 2025 in Review

Raymond James Financial sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q3 2025, closing a stake of 1,165 shares — an estimated $30.3K sold.

Raymond James Financial first reported a position in KVLE in Q2 2025 and held it in 1 quarter. The position peaked at $30.3K in Q2 2025. 12 funds tracked by Wall St. Rank hold KVLE as of Q3 2025.

  • Raymond James Financial reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,165 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q3 2025, an estimated $30.3K.
  • Raymond James Financial first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $30.3K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.