CWM
KHPI

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

Cornerstone Wealth Management’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 		$3.13M Buy
121,148
+3,763
+3% +$96.7K 0.13% 153
2026
Q1 		$2.84M Buy
117,385
+66,467
+131% +$1.69M 0.14% 149
2025
Q4 		$1.31M Buy
50,918
+14,669
+40% +$380K 0.07% 243
2025
Q3 		$925K Buy
+36,249
New +$926K 0.05% 298

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

Cornerstone Wealth Management's KHPI Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Kensington Hedged Premium Income ETF (KHPI) stake by 3.2% in Q2 2026, buying an estimated $96.7K and bringing the position to 121,148 shares worth $3.13M. The position accounts for 0.13% of the portfolio, ranked #153.

Cornerstone Wealth Management first reported a position in KHPI in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Cornerstone Wealth Management held 121,148 shares of Kensington Hedged Premium Income ETF worth $3.13M as of Q2 2026.
  • Cornerstone Wealth Management bought 3,763 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $96.7K.
  • Kensington Hedged Premium Income ETF made up 0.13% of Cornerstone Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Cornerstone Wealth Management first reported a position in Kensington Hedged Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.