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Fortis Capital Advisors’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Fortis Capital Advisors’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 		$217K Hold
8,400
– – 0.02% 380
2026
Q1 		$203K Hold
8,400
– – 0.03% 360
2025
Q4 		$216K Hold
8,400
– – 0.03% 288
2025
Q3 		$214K Buy
+8,400
New +$215K 0.03% 257

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

Fortis Capital Advisors's KHPI Position: Q2 2026 in Review

Fortis Capital Advisors held its Kensington Hedged Premium Income ETF (KHPI) position steady in Q2 2026 at 8,400 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #380.

Fortis Capital Advisors 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.

  • Fortis Capital Advisors held 8,400 shares of Kensington Hedged Premium Income ETF worth $217K as of Q2 2026.
  • Fortis Capital Advisors left its Kensington Hedged Premium Income ETF share count unchanged in Q2 2026.
  • Kensington Hedged Premium Income ETF made up 0.02% of Fortis Capital Advisors's portfolio in Q2 2026, its #380 holding.
  • Fortis Capital Advisors 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 Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.