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Ethos Financial Group’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Ethos Financial Group’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 		– Sell
-13,549
Closed -$348K – 692
2026
Q1 		$348K Hold
13,549
– – 0.03% 375
2025
Q4 		$348K Sell
13,549
-3,065
-18% -$79.3K 0.03% 358
2025
Q3 		$424K Buy
+16,614
New +$424K 0.03% 295

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 $3.48B AUM 21.43% 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

Ethos Financial Group's KHPI Position: Q2 2026 in Review

Ethos Financial Group sold out of Kensington Hedged Premium Income ETF (KHPI) in Q2 2026, closing a stake of 13,549 shares — an estimated $348K sold.

Ethos Financial Group first reported a position in KHPI in Q3 2025 and held it in 3 quarters. The position peaked at $424K in Q3 2025. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Ethos Financial Group reported no remaining Kensington Hedged Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Ethos Financial Group sold 13,549 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $348K.
  • Ethos Financial Group first reported a position in Kensington Hedged Premium Income ETF in Q3 2025 and held it in 3 quarters.
  • Ethos Financial Group's Kensington Hedged Premium Income ETF position peaked at $424K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.