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Strategic Investment Solutions’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

Strategic Investment Solutions’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
2023
Q4 		– Sell
-6,300
Closed -$141K – 1157
2023
Q3 		$141K Buy
6,300
+6,200
+6,200% +$139K ﹤0.01% 528
2023
Q2 		$2.17K Buy
+100
New +$2.22K ﹤0.01% 750

Other funds holding KVLE

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Investment Solutions's KVLE Position: Q4 2023 in Review

Strategic Investment Solutions sold out of KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) in Q4 2023, closing a stake of 6,300 shares — an estimated $141K sold.

Strategic Investment Solutions first reported a position in KVLE in Q2 2023 and held it in 2 quarters. The position peaked at $141K in Q3 2023. 14 funds tracked by Wall St. Rank hold KVLE as of Q4 2023.

  • Strategic Investment Solutions reported no remaining KraneShares Value Line Dynamic Dividend Equity Index ETF position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 6,300 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q4 2023, an estimated $141K.
  • Strategic Investment Solutions first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q2 2023 and held it in 2 quarters.
  • Strategic Investment Solutions's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $141K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.