IFG
KHPI

Independent Financial Group’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Independent Financial Group’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 		$331K Sell
12,809
-10,948
-46% -$281K 0.01% 1191
2026
Q1 		$575K Sell
23,757
-15,339
-39% -$390K 0.01% 865
2025
Q4 		$1M Sell
39,096
-3,692
-9% -$95.6K 0.02% 617
2025
Q3 		$1.09M Buy
42,788
+983
+2% +$25.1K 0.03% 575
2025
Q2 		$1.06M Sell
41,805
-41,537
-50% -$1.01M 0.03% 524
2025
Q1 		$2M Buy
+83,342
New +$2.1M 0.07% 279

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

Independent Financial Group's KHPI Position: Q2 2026 in Review

Independent Financial Group reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 46% in Q2 2026, selling an estimated $281K and leaving 12,809 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1191.

Independent Financial Group first reported a position in KHPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2M in Q1 2025. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Independent Financial Group held 12,809 shares of Kensington Hedged Premium Income ETF worth $331K as of Q2 2026.
  • Independent Financial Group sold 10,948 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $281K.
  • Kensington Hedged Premium Income ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1191 holding.
  • Independent Financial Group first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Kensington Hedged Premium Income ETF position peaked at $2M in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.