UBS Group
KVLE icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
EWM
EPG Wealth Management Atlanta, Georgia $417M AUM 34.31% 1-Year Est. Return

UBS Group's KVLE Position: Q1 2026 in Review

UBS Group increased its KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) stake by 1,070% in Q1 2026, buying an estimated $45.8K and bringing the position to 1,919 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7398.

UBS Group first reported a position in KVLE in Q4 2020 and has held it in 14 quarters since. The position peaked at $60K in Q2 2021. 12 funds tracked by Wall St. Rank hold KVLE as of Q1 2026.

  • UBS Group held 1,919 shares of KraneShares Value Line Dynamic Dividend Equity Index ETF worth $47.7K as of Q1 2026.
  • UBS Group bought 1,755 KraneShares Value Line Dynamic Dividend Equity Index ETF shares in Q1 2026, an estimated $45.8K.
  • KraneShares Value Line Dynamic Dividend Equity Index ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7398 holding.
  • UBS Group first reported a position in KraneShares Value Line Dynamic Dividend Equity Index ETF in Q4 2020 and has held it in 14 quarters since.
  • UBS Group's KraneShares Value Line Dynamic Dividend Equity Index ETF position peaked at $60K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held KraneShares Value Line Dynamic Dividend Equity Index ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.