CP
KHPI

Castleview Partners’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Castleview Partners’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 		– Sell
-25,856
Closed -$620K – 197
2025
Q1 		$620K Buy
25,856
+408
+2% +$10.3K 0.42% 61
2024
Q4 		$643K Buy
25,448
+20,899
+459% +$532K 0.35% 71
2024
Q3 		$115K Buy
+4,549
New +$115K 0.07% 217

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $26.4B AUM 21.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Castleview Partners's KHPI Position: Q2 2025 in Review

Castleview Partners sold out of Kensington Hedged Premium Income ETF (KHPI) in Q2 2025, closing a stake of 25,856 shares — an estimated $620K sold.

Castleview Partners first reported a position in KHPI in Q3 2024 and held it in 3 quarters. The position peaked at $643K in Q4 2024. 53 funds tracked by Wall St. Rank hold KHPI as of Q2 2025.

  • Castleview Partners reported no remaining Kensington Hedged Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Castleview Partners sold 25,856 Kensington Hedged Premium Income ETF shares in Q2 2025, an estimated $620K.
  • Castleview Partners first reported a position in Kensington Hedged Premium Income ETF in Q3 2024 and held it in 3 quarters.
  • Castleview Partners's Kensington Hedged Premium Income ETF position peaked at $643K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2025.

Based on Castleview Partners's 13F filing for Q2 2025, filed 16 Jul 2025.