GM
KHPI

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
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

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. 76 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.
  • 76 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.