Coastal Bridge Advisors’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Coastal Bridge Advisors’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	$226K	Buy	+8,750	New	+$225K	0.01%	434

Other funds holding KHPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Coastal Bridge Advisors's KHPI Position: Q2 2026 in Review

Coastal Bridge Advisors opened a new position in Kensington Hedged Premium Income ETF (KHPI) in Q2 2026: 8,750 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings.

76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

Coastal Bridge Advisors held 8,750 shares of Kensington Hedged Premium Income ETF worth $226K as of Q2 2026.
Kensington Hedged Premium Income ETF was a new Coastal Bridge Advisors position in Q2 2026.
Kensington Hedged Premium Income ETF made up 0.01% of Coastal Bridge Advisors's portfolio in Q2 2026, its #434 holding.
76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.