GWANC
KHPI

Guardian Wealth Advisors (North Carolina)’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$4.76M Buy
184,467
+6,738
+4% +$173K 0.27% 59
2026
Q1 		$4.3M Buy
177,729
+47,957
+37% +$1.22M 0.27% 58
2025
Q4 		$3.33M Buy
129,772
+27,288
+27% +$706K 0.21% 70
2025
Q3 		$2.62M Buy
102,484
+58,843
+135% +$1.5M 0.17% 84
2025
Q2 		$1.1M Buy
+43,641
New +$1.06M 0.08% 127

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

Guardian Wealth Advisors (North Carolina)'s KHPI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Kensington Hedged Premium Income ETF (KHPI) stake by 3.8% in Q2 2026, buying an estimated $173K and bringing the position to 184,467 shares worth $4.76M. The position accounts for 0.27% of the portfolio, ranked #59.

Guardian Wealth Advisors (North Carolina) first reported a position in KHPI in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 184,467 shares of Kensington Hedged Premium Income ETF worth $4.76M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 6,738 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $173K.
  • Kensington Hedged Premium Income ETF made up 0.27% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #59 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Kensington Hedged Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.