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
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 $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
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 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

Joseph P. Lucia & Associates's KHPI Position: Q1 2026 in Review

Joseph P. Lucia & Associates increased its Kensington Hedged Premium Income ETF (KHPI) stake by 9.3% in Q1 2026, buying an estimated $69.8K and bringing the position to 32,240 shares worth $785K. The position accounts for 0.28% of the portfolio, ranked #79.

Joseph P. Lucia & Associates first reported a position in KHPI in Q1 2025 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold KHPI as of Q1 2026.

  • Joseph P. Lucia & Associates held 32,240 shares of Kensington Hedged Premium Income ETF worth $785K as of Q1 2026.
  • Joseph P. Lucia & Associates bought 2,743 Kensington Hedged Premium Income ETF shares in Q1 2026, an estimated $69.8K.
  • Kensington Hedged Premium Income ETF made up 0.28% of Joseph P. Lucia & Associates's portfolio in Q1 2026, its #79 holding.
  • Joseph P. Lucia & Associates first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.