Diversify Advisory Services
KHPI icon

Diversify Advisory Services’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Diversify Advisory Services’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 		$762K Buy
29,291
+154
+0.5% +$4.01K 0.01% 762
2026
Q2 		$756K Buy
+29,137
New +$749K 0.01% 734
2026
Q1 		– Sell
-28,476
Closed -$735K – 899
2025
Q4 		$735K Buy
+28,476
New +$737K 0.02% 484

Other funds holding KHPI

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Diversify Advisory Services's KHPI Position: Q3 2026 in Review

Diversify Advisory Services increased its Kensington Hedged Premium Income ETF (KHPI) stake by 0.53% in Q3 2026, buying an estimated $4.01K and bringing the position to 29,291 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #762.

Diversify Advisory Services first reported a position in KHPI in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold KHPI as of Q3 2026.

  • Diversify Advisory Services held 29,291 shares of Kensington Hedged Premium Income ETF worth $762K as of Q3 2026.
  • Diversify Advisory Services bought 154 Kensington Hedged Premium Income ETF shares in Q3 2026, an estimated $4.01K.
  • Kensington Hedged Premium Income ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #762 holding.
  • Diversify Advisory Services first reported a position in Kensington Hedged Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.