UBS Group’s KraneShares Value Line Dynamic Dividend Equity Index ETF KVLE Stock Holding History

UBS Group’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 Q2	$21K	Sell	747 -1,172	-61%	-$31.9K	﹤0.01%	8137
2026 Q1	$47.7K	Buy	1,919 +1,755	+1,070%	+$45.8K	﹤0.01%	7398
2025 Q4	$4.2K	Buy	+164	New	+$4.45K	﹤0.01%	8875
2024 Q2	–	Sell	-89	Closed	-$2.15K	–	9837
2024 Q1	$2.15K	Sell	89 -1,534	-95%	-$35.5K	﹤0.01%	7971
2023 Q4	$37.4K	Buy	+1,623	New	+$35.4K	﹤0.01%	6712
2023 Q2	–	Sell	-520	Closed	-$11.6K	–	9303
2023 Q1	$11.6K	Sell	520 -632	-55%	-$13.8K	﹤0.01%	7491
2022 Q4	$24.7K	Sell	1,152 -140	-11%	-$3.02K	﹤0.01%	7432
2022 Q3	$26K	Buy	1,292 +456	+55%	+$10.1K	﹤0.01%	7050
2022 Q2	$18K	Sell	836 -940	-53%	-$21.2K	﹤0.01%	7015
2022 Q1	$42K	Buy	1,776 +575	+48%	+$13.4K	﹤0.01%	6657
2021 Q4	$29K	Buy	1,201 +1,102	+1,113%	+$27.3K	﹤0.01%	7425
2021 Q3	$2K	Sell	99 -2,386	-96%	-$58.5K	﹤0.01%	8962
2021 Q2	$60K	Buy	2,485 +2,203	+781%	+$53.2K	﹤0.01%	6272
2021 Q1	$6K	Buy	282 +238	+541%	+$5.15K	﹤0.01%	8238
2020 Q4	$1K	Buy	+44	New	+$900	﹤0.01%	8226

Other funds holding KVLE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

EWM

EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's KVLE Position: Q2 2026 in Review

UBS Group reduced its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) stake by 61% in Q2 2026, selling an estimated $31.9K and leaving 747 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #8137.

UBS Group first reported a position in KVLE in Q4 2020 and has held it in 15 quarters since. The position peaked at $60K in Q2 2021. 11 funds tracked by Wall St. Rank hold KVLE as of Q2 2026.

UBS Group held 747 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $21K as of Q2 2026.
UBS Group sold 1,172 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q2 2026, an estimated $31.9K.
KraneShares Value Line Dynamic Dividend Equity Index ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8137 holding.
UBS Group first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2020 and has held it in 15 quarters since.
UBS Group's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $60K in Q2 2021.
11 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.