KWA
KHPI

Kingswood Wealth Advisors’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Kingswood 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 		$304K Sell
12,537
-284
-2% -$7.23K 0.01% 706
2025
Q4 		$329K Buy
12,821
+653
+5% +$16.9K 0.02% 648
2025
Q3 		$311K Buy
+12,168
New +$311K 0.02% 615

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

Kingswood Wealth Advisors's KHPI Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 2.2% in Q1 2026, selling an estimated $7.23K and leaving 12,537 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #706.

Kingswood Wealth Advisors first reported a position in KHPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $329K in Q4 2025. 74 funds tracked by Wall St. Rank hold KHPI as of Q1 2026.

  • Kingswood Wealth Advisors held 12,537 shares of Kensington Hedged Premium Income ETF worth $304K as of Q1 2026.
  • Kingswood Wealth Advisors sold 284 Kensington Hedged Premium Income ETF shares in Q1 2026, an estimated $7.23K.
  • Kensington Hedged Premium Income ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #706 holding.
  • Kingswood Wealth Advisors first reported a position in Kensington Hedged Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Kensington Hedged Premium Income ETF position peaked at $329K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.