Root Financial Partners’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Root Financial 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 Q3	$29K	Buy	+1,124	New	+$29.2K	﹤0.01%	1359

Other funds holding KHPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return

Root Financial Partners's KHPI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Kensington Hedged Premium Income ETF (KHPI) in Q3 2026: 1,124 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings.

67 funds tracked by Wall St. Rank hold KHPI as of Q3 2026.

Root Financial Partners held 1,124 shares of Kensington Hedged Premium Income ETF worth $29K as of Q3 2026.
Kensington Hedged Premium Income ETF was a new Root Financial Partners position in Q3 2026.
Kensington Hedged Premium Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1359 holding.
67 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.