BW
KHPI

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

Bison Wealth’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
2024
Q4 		$10.3M Sell
405,711
-1,528
-0.4% -$38.9K 2.26% 9
2024
Q3 		$10.3M Buy
+407,239
New +$10.3M 1.64% 10

Other funds holding KHPI

HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Bison Wealth's KHPI Position: Q4 2024 in Review

Bison Wealth reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 0.38% in Q4 2024, selling an estimated $38.9K and leaving 405,711 shares worth $10.3M. The position accounts for 2.26% of the portfolio, ranked #9.

Bison Wealth first reported a position in KHPI in Q3 2024 and has held it in 2 quarters since. The position peaked at $10.3M in Q3 2024. 32 funds tracked by Wall St. Rank hold KHPI as of Q4 2024.

  • Bison Wealth held 405,711 shares of Kensington Hedged Premium Income ETF worth $10.3M as of Q4 2024.
  • Bison Wealth sold 1,528 Kensington Hedged Premium Income ETF shares in Q4 2024, an estimated $38.9K.
  • Kensington Hedged Premium Income ETF made up 2.26% of Bison Wealth's portfolio in Q4 2024, its #9 holding.
  • Bison Wealth first reported a position in Kensington Hedged Premium Income ETF in Q3 2024 and has held it in 2 quarters since.
  • Bison Wealth's Kensington Hedged Premium Income ETF position peaked at $10.3M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.