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

Bogart Wealth LLC’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 		$5.5K Hold
213
– – ﹤0.01% 1176
2026
Q1 		$5.16K Hold
213
– – ﹤0.01% 1056
2025
Q4 		$5.47K Buy
+213
New +$5.51K ﹤0.01% 976

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 $3.48B AUM 21.43% 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

Bogart Wealth LLC's KHPI Position: Q2 2026 in Review

Bogart Wealth LLC held its Kensington Hedged Premium Income ETF (KHPI) position steady in Q2 2026 at 213 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Bogart Wealth LLC first reported a position in KHPI in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Bogart Wealth LLC held 213 shares of Kensington Hedged Premium Income ETF worth $5.5K as of Q2 2026.
  • Bogart Wealth LLC left its Kensington Hedged Premium Income ETF share count unchanged in Q2 2026.
  • Kensington Hedged Premium Income ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1176 holding.
  • Bogart Wealth LLC first reported a position in Kensington Hedged Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.