HWM
KHPI

HFG Wealth Management’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

HFG Wealth 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 		$3.97M Sell
153,698
-20,792
-12% -$534K 3.99% 13
2026
Q1 		$4.22M Buy
174,490
+1,869
+1% +$47.6K 2.32% 14
2025
Q4 		$4.43M Buy
172,621
+4,149
+2% +$107K 2.44% 14
2025
Q3 		$4.3M Buy
168,472
+13,106
+8% +$335K 2.34% 15
2025
Q2 		$3.72M Buy
155,366
+6,764
+5% +$165K 2.27% 16
2025
Q1 		$3.76M Buy
+148,602
New +$3.74M 2.27% 15

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

HFG Wealth Management's KHPI Position: Q2 2026 in Review

HFG Wealth Management reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 12% in Q2 2026, selling an estimated $534K and leaving 153,698 shares worth $3.97M. The position accounts for 3.99% of the portfolio, ranked #13.

HFG Wealth Management first reported a position in KHPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.43M in Q4 2025. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • HFG Wealth Management held 153,698 shares of Kensington Hedged Premium Income ETF worth $3.97M as of Q2 2026.
  • HFG Wealth Management sold 20,792 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $534K.
  • Kensington Hedged Premium Income ETF made up 3.99% of HFG Wealth Management's portfolio in Q2 2026, its #13 holding.
  • HFG Wealth Management first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • HFG Wealth Management's Kensington Hedged Premium Income ETF position peaked at $4.43M in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.