HOWA
KHPI

Heritage Oak Wealth Advisors’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio KHPI Stock Details KHPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12M Buy
472,739
+2,384
+0.5% +$60.3K 4.62% 5
2025
Q1 		$11.3M Buy
470,355
+154,700
+49% +$3.71M 4.95% 4
2024
Q4 		$7.98M Buy
+315,655
New +$7.98M 3.75% 6