AWA
KHPI

Arete Wealth Advisors’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Arete Wealth Advisors’s Portfolio KHPI Stock Details KHPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-148,548
Closed -$3.6M – 372
2026
Q1 		$3.6M Sell
148,548
-5,289
-3% -$135K 0.27% 89
2025
Q4 		$3.95M Buy
153,837
+45,644
+42% +$1.18M 0.27% 90
2025
Q3 		$2.76M Sell
108,193
-5,350
-5% -$137K 0.17% 118
2025
Q2 		$2.87M Buy
113,543
+3,601
+3% +$87.6K 0.2% 101
2025
Q1 		$2.63M Buy
109,942
+76,539
+229% +$1.93M 0.2% 107
2024
Q4 		$845K Buy
+33,403
New +$850K 0.06% 284

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Arete Wealth Advisors's KHPI Position: Q2 2026 in Review

Arete Wealth Advisors sold out of Kensington Hedged Premium Income ETF (KHPI) in Q2 2026, closing a stake of 148,548 shares — an estimated $3.6M sold.

Arete Wealth Advisors first reported a position in KHPI in Q4 2024 and held it in 6 quarters. The position peaked at $3.95M in Q4 2025. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Arete Wealth Advisors reported no remaining Kensington Hedged Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 148,548 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $3.6M.
  • Arete Wealth Advisors first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and held it in 6 quarters.
  • Arete Wealth Advisors's Kensington Hedged Premium Income ETF position peaked at $3.95M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.