FEM
KHPI

Fulcrum Equity Management’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Fulcrum Equity 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
2026
Q2 		$393K Sell
15,208
-2,923
-16% -$75.1K 0.29% 81
2026
Q1 		$439K Buy
18,131
+1,292
+8% +$32.9K 0.42% 57
2025
Q4 		$432K Buy
16,839
+236
+1% +$6.11K 0.41% 56
2025
Q3 		$424K Buy
16,603
+1,610
+11% +$41.1K 0.43% 57
2025
Q2 		$379K Buy
14,993
+1,596
+12% +$38.8K 0.39% 60
2025
Q1 		$321K Sell
13,397
-8,066
-38% -$203K 0.35% 62
2024
Q4 		$542K Buy
+21,463
New +$546K 0.54% 57

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 $3.39B AUM 31.21% 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

Fulcrum Equity Management's KHPI Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 16% in Q2 2026, selling an estimated $75.1K and leaving 15,208 shares worth $393K. The position accounts for 0.29% of the portfolio, ranked #81.

Fulcrum Equity Management first reported a position in KHPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $542K in Q4 2024. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Fulcrum Equity Management held 15,208 shares of Kensington Hedged Premium Income ETF worth $393K as of Q2 2026.
  • Fulcrum Equity Management sold 2,923 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $75.1K.
  • Kensington Hedged Premium Income ETF made up 0.29% of Fulcrum Equity Management's portfolio in Q2 2026, its #81 holding.
  • Fulcrum Equity Management first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Fulcrum Equity Management's Kensington Hedged Premium Income ETF position peaked at $542K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.