MCC
KHPI

Money Concepts Capital’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Money Concepts Capital’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 		$2.25M Sell
87,002
-2,663
-3% -$68.4K 0.1% 183
2026
Q1 		$2.17M Buy
89,665
+59,271
+195% +$1.51M 0.12% 174
2025
Q4 		$780K Sell
30,394
-140,737
-82% -$3.64M 0.04% 289
2025
Q3 		$4.37M Buy
171,131
+159,390
+1,358% +$4.07M 0.27% 76
2025
Q2 		$297K Sell
11,741
-262,254
-96% -$6.38M 0.02% 377
2025
Q1 		$6.56M Buy
+273,995
New +$6.9M 0.49% 49

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

Money Concepts Capital's KHPI Position: Q2 2026 in Review

Money Concepts Capital reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 3% in Q2 2026, selling an estimated $68.4K and leaving 87,002 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #183.

Money Concepts Capital first reported a position in KHPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.56M in Q1 2025. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Money Concepts Capital held 87,002 shares of Kensington Hedged Premium Income ETF worth $2.25M as of Q2 2026.
  • Money Concepts Capital sold 2,663 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $68.4K.
  • Kensington Hedged Premium Income ETF made up 0.1% of Money Concepts Capital's portfolio in Q2 2026, its #183 holding.
  • Money Concepts Capital first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Money Concepts Capital's Kensington Hedged Premium Income ETF position peaked at $6.56M in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.