LCWP
KHPI

Legacy Capital Wealth Partners’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Legacy Capital Wealth Partners’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 		$266K Buy
10,977
+1,456
+15% +$37.1K 0.05% 315
2025
Q4 		$244K Buy
9,521
+193
+2% +$5K 0.05% 333
2025
Q3 		$238K Buy
9,328
+186
+2% +$4.75K 0.05% 340
2025
Q2 		$231K Hold
9,142
– – 0.05% 339
2025
Q1 		$219K Buy
+9,142
New +$230K 0.05% 331

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

Legacy Capital Wealth Partners's KHPI Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Kensington Hedged Premium Income ETF (KHPI) stake by 15% in Q1 2026, buying an estimated $37.1K and bringing the position to 10,977 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #315.

Legacy Capital Wealth Partners 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.

  • Legacy Capital Wealth Partners held 10,977 shares of Kensington Hedged Premium Income ETF worth $266K as of Q1 2026.
  • Legacy Capital Wealth Partners bought 1,456 Kensington Hedged Premium Income ETF shares in Q1 2026, an estimated $37.1K.
  • Kensington Hedged Premium Income ETF made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #315 holding.
  • Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.