CIA
KHPI

Concurrent Investment Advisors’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Concurrent Investment 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 		$1.69M Sell
65,556
-11,085
-14% -$285K 0.01% 772
2026
Q1 		$1.86M Buy
76,641
+1,025
+1% +$26.1K 0.02% 647
2025
Q4 		$1.94M Buy
75,616
+32,633
+76% +$845K 0.02% 585
2025
Q3 		$1.1M Buy
42,983
+27,816
+183% +$711K 0.02% 626
2025
Q2 		$383K Buy
15,167
+816
+6% +$19.8K 0.01% 957
2025
Q1 		$344K Buy
+14,351
New +$361K 0.01% 869

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 $3.39B AUM 31.21% 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

Concurrent Investment Advisors's KHPI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 14% in Q2 2026, selling an estimated $285K and leaving 65,556 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #772.

Concurrent Investment Advisors first reported a position in KHPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.94M in Q4 2025. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Concurrent Investment Advisors held 65,556 shares of Kensington Hedged Premium Income ETF worth $1.69M as of Q2 2026.
  • Concurrent Investment Advisors sold 11,085 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $285K.
  • Kensington Hedged Premium Income ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #772 holding.
  • Concurrent Investment Advisors first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Kensington Hedged Premium Income ETF position peaked at $1.94M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.