JPLA
KHPI

Joseph P. Lucia & Associates’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Joseph P. Lucia & Associates’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 		$887K Buy
34,135
+1,895
+6% +$48.7K 0.27% 74
2026
Q1 		$785K Buy
32,240
+2,743
+9% +$69.8K 0.28% 79
2025
Q4 		$757K Buy
29,497
+2,864
+11% +$74.1K 0.27% 79
2025
Q3 		$680K Buy
26,633
+8,462
+47% +$216K 0.26% 82
2025
Q2 		$459K Buy
18,171
+1,261
+7% +$30.7K 0.19% 99
2025
Q1 		$405K Buy
+16,910
New +$426K 0.19% 96

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

Joseph P. Lucia & Associates's KHPI Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Kensington Hedged Premium Income ETF (KHPI) stake by 5.9% in Q2 2026, buying an estimated $48.7K and bringing the position to 34,135 shares worth $887K. The position accounts for 0.27% of the portfolio, ranked #74.

Joseph P. Lucia & Associates first reported a position in KHPI in Q1 2025 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Joseph P. Lucia & Associates held 34,135 shares of Kensington Hedged Premium Income ETF worth $887K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 1,895 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $48.7K.
  • Kensington Hedged Premium Income ETF made up 0.27% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #74 holding.
  • Joseph P. Lucia & Associates first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.