EFG
KHPI

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
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 $377B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $559M AUM 19.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Ethos Financial Group's KHPI Position: Q1 2026 in Review

Ethos Financial Group held its Kensington Hedged Premium Income ETF (KHPI) position steady in Q1 2026 at 13,549 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #375.

Ethos Financial Group first reported a position in KHPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $424K in Q3 2025. 74 funds tracked by Wall St. Rank hold KHPI as of Q1 2026.

  • Ethos Financial Group held 13,549 shares of Kensington Hedged Premium Income ETF worth $348K as of Q1 2026.
  • Ethos Financial Group left its Kensington Hedged Premium Income ETF share count unchanged in Q1 2026.
  • Kensington Hedged Premium Income ETF made up 0.03% of Ethos Financial Group's portfolio in Q1 2026, its #375 holding.
  • Ethos Financial Group first reported a position in Kensington Hedged Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's Kensington Hedged Premium Income ETF position peaked at $424K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.