GIA
KHPI

Gladstone Institutional Advisory’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-12,000
Closed -$288K – 796
2025
Q1 		$288K Buy
+12,000
New +$302K 0.01% 599

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 $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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Gladstone Institutional Advisory's KHPI Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of Kensington Hedged Premium Income ETF (KHPI) in Q2 2025, closing a stake of 12,000 shares — an estimated $288K sold.

Gladstone Institutional Advisory first reported a position in KHPI in Q1 2025 and held it in 1 quarter. The position peaked at $288K in Q1 2025. 53 funds tracked by Wall St. Rank hold KHPI as of Q2 2025.

  • Gladstone Institutional Advisory reported no remaining Kensington Hedged Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 12,000 Kensington Hedged Premium Income ETF shares in Q2 2025, an estimated $288K.
  • Gladstone Institutional Advisory first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Kensington Hedged Premium Income ETF position peaked at $288K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.