Atria Wealth Solutions
KHPI icon

Atria Wealth Solutions’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.3M Sell
51,078
-20,988
-29% -$510K 0.03% 547
2025
Q1 		$1.74M Sell
72,066
-16,914
-19% -$426K 0.02% 683
2024
Q4 		$2.27M Buy
+88,980
New +$2.26M 0.02% 602

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Atria Wealth Solutions's KHPI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 29% in Q2 2025, selling an estimated $510K and leaving 51,078 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #547.

Atria Wealth Solutions first reported a position in KHPI in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.27M in Q4 2024. 54 funds tracked by Wall St. Rank hold KHPI as of Q2 2025.

  • Atria Wealth Solutions held 51,078 shares of Kensington Hedged Premium Income ETF worth $1.3M as of Q2 2025.
  • Atria Wealth Solutions sold 20,988 Kensington Hedged Premium Income ETF shares in Q2 2025, an estimated $510K.
  • Kensington Hedged Premium Income ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #547 holding.
  • Atria Wealth Solutions first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's Kensington Hedged Premium Income ETF position peaked at $2.27M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.