FIM
KHPI

Freedom Investment Management’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-128,320
Closed -$3.24M – 739
2025
Q2 		$3.24M Buy
128,320
+10,651
+9% +$259K 0.26% 61
2025
Q1 		$2.82M Sell
117,669
-4,119
-3% -$104K 0.24% 71
2024
Q4 		$3.08M Buy
+121,788
New +$3.1M 0.26% 68

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Freedom Investment Management's KHPI Position: Q3 2025 in Review

Freedom Investment Management sold out of Kensington Hedged Premium Income ETF (KHPI) in Q3 2025, closing a stake of 128,320 shares — an estimated $3.24M sold.

Freedom Investment Management first reported a position in KHPI in Q4 2024 and held it in 3 quarters. The position peaked at $3.24M in Q2 2025. 67 funds tracked by Wall St. Rank hold KHPI as of Q3 2025.

  • Freedom Investment Management reported no remaining Kensington Hedged Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 128,320 Kensington Hedged Premium Income ETF shares in Q3 2025, an estimated $3.24M.
  • Freedom Investment Management first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and held it in 3 quarters.
  • Freedom Investment Management's Kensington Hedged Premium Income ETF position peaked at $3.24M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.