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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3M Buy
708,031
+127,943
+22% +$3.26M 5.49% 4
2025
Q4 		$15M Buy
580,088
+98,062
+20% +$2.54M 5.54% 5
2025
Q3 		$12.3M Buy
482,026
+9,287
+2% +$237K 4.47% 6
2025
Q2 		$12M Buy
472,739
+2,384
+0.5% +$58K 4.62% 5
2025
Q1 		$11.3M Buy
470,355
+154,700
+49% +$3.89M 4.95% 4
2024
Q4 		$7.98M Buy
+315,655
New +$8.03M 3.75% 6

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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 $559M AUM 19.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Heritage Oak Wealth Advisors's KHPI Position: Q1 2026 in Review

Heritage Oak Wealth Advisors increased its Kensington Hedged Premium Income ETF (KHPI) stake by 22% in Q1 2026, buying an estimated $3.26M and bringing the position to 708,031 shares worth $17.3M. The position accounts for 5.49% of the portfolio, ranked #4.

Heritage Oak Wealth Advisors first reported a position in KHPI in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold KHPI as of Q1 2026.

  • Heritage Oak Wealth Advisors held 708,031 shares of Kensington Hedged Premium Income ETF worth $17.3M as of Q1 2026.
  • Heritage Oak Wealth Advisors bought 127,943 Kensington Hedged Premium Income ETF shares in Q1 2026, an estimated $3.26M.
  • Kensington Hedged Premium Income ETF made up 5.49% of Heritage Oak Wealth Advisors's portfolio in Q1 2026, its #4 holding.
  • Heritage Oak Wealth Advisors first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q1 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.