LCWP
KHPI icon

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
Q2 		$386K Buy
14,935
+3,958
+36% +$102K 0.07% 252
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 $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 $3.48B AUM 21.43% 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

Legacy Capital Wealth Partners's KHPI Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Kensington Hedged Premium Income ETF (KHPI) stake by 36% in Q2 2026, buying an estimated $102K and bringing the position to 14,935 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #252.

Legacy Capital Wealth Partners 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.

  • Legacy Capital Wealth Partners held 14,935 shares of Kensington Hedged Premium Income ETF worth $386K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 3,958 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $102K.
  • Kensington Hedged Premium Income ETF made up 0.07% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #252 holding.
  • Legacy Capital Wealth Partners 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 Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.