AssetMark Inc
KHPI

AssetMark Inc’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

AssetMark Inc’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
Q1 		$24 Sell
1
-13
-93% -$331 ﹤0.01% 3420
2025
Q4 		$359 Buy
+14
New +$362 ﹤0.01% 3160

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $559M AUM 19.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

AssetMark Inc's KHPI Position: Q1 2026 in Review

AssetMark Inc reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 93% in Q1 2026, selling an estimated $331 and leaving 1 share worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

AssetMark Inc first reported a position in KHPI in Q4 2025 and has held it in 2 quarters since. The position peaked at $359 in Q4 2025. 74 funds tracked by Wall St. Rank hold KHPI as of Q1 2026.

  • AssetMark Inc held 1 share of Kensington Hedged Premium Income ETF worth $24 as of Q1 2026.
  • AssetMark Inc sold 13 Kensington Hedged Premium Income ETF shares in Q1 2026, an estimated $331.
  • Kensington Hedged Premium Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3420 holding.
  • AssetMark Inc first reported a position in Kensington Hedged Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • AssetMark Inc's Kensington Hedged Premium Income ETF position peaked at $359 in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.