CPR Investments’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

CPR Investments’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 Q3	$1.09M	Buy	42,422 +1,267	+3%	+$33K	0.81%	23
2026 Q2	$1.06M	Sell	41,155 -868	-2%	-$22.3K	0.82%	20
2026 Q1	$1.02M	Sell	42,023 -4,915	-10%	-$125K	0.68%	23
2025 Q4	$1.2M	Sell	46,938 -3,905	-8%	-$101K	0.81%	20
2025 Q3	$1.3M	Buy	+50,843	New	+$1.3M	0.89%	23

Other funds holding KHPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

CPR Investments's KHPI Position: Q3 2026 in Review

CPR Investments increased its Kensington Hedged Premium Income ETF (KHPI) stake by 3.1% in Q3 2026, buying an estimated $33K and bringing the position to 42,422 shares worth $1.09M. The position accounts for 0.81% of the portfolio, ranked #23.

CPR Investments first reported a position in KHPI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q3 2025. 48 funds tracked by Wall St. Rank hold KHPI as of Q3 2026.

CPR Investments held 42,422 shares of Kensington Hedged Premium Income ETF worth $1.09M as of Q3 2026.
CPR Investments bought 1,267 Kensington Hedged Premium Income ETF shares in Q3 2026, an estimated $33K.
Kensington Hedged Premium Income ETF made up 0.81% of CPR Investments's portfolio in Q3 2026, its #23 holding.
CPR Investments first reported a position in Kensington Hedged Premium Income ETF in Q3 2025 and has held it in 5 quarters since.
CPR Investments's Kensington Hedged Premium Income ETF position peaked at $1.3M in Q3 2025.
48 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q3 2026.

Based on CPR Investments's 13F filing for Q3 2026, filed 26 Oct 2026.