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

GeoWealth 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	$327K	Sell	12,666 -7,684	-38%	-$197K	0.01%	623
2026 Q1	$493K	Buy	20,350 +3,365	+20%	+$85.7K	0.02%	476
2025 Q4	$436K	Sell	16,985 -1,680	-9%	-$43.5K	0.02%	479
2025 Q3	$476K	Buy	+18,665	New	+$477K	0.02%	462
2025 Q1	–	Sell	-2,384	Closed	-$60.2K	–	1823
2024 Q4	$60.2K	Buy	+2,384	New	+$60.7K	﹤0.01%	1104

Other funds holding KHPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

GeoWealth Management's KHPI Position: Q2 2026 in Review

GeoWealth Management reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 38% in Q2 2026, selling an estimated $197K and leaving 12,666 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #623.

GeoWealth Management first reported a position in KHPI in Q4 2024 and has held it in 5 quarters since. The position peaked at $493K in Q1 2026. 78 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

GeoWealth Management held 12,666 shares of Kensington Hedged Premium Income ETF worth $327K as of Q2 2026.
GeoWealth Management sold 7,684 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $197K.
Kensington Hedged Premium Income ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #623 holding.
GeoWealth Management first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and has held it in 5 quarters since.
GeoWealth Management's Kensington Hedged Premium Income ETF position peaked at $493K in Q1 2026.
78 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.