Sigma Planning Corp
KHPI icon

Sigma Planning Corp’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Sigma Planning Corp’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 		$5.83M Buy
225,831
+17,537
+8% +$451K 0.15% 146
2026
Q1 		$5.04M Buy
208,294
+28,253
+16% +$719K 0.14% 147
2025
Q4 		$4.62M Buy
180,041
+72,895
+68% +$1.89M 0.13% 160
2025
Q3 		$2.74M Buy
+107,146
New +$2.74M 0.08% 260

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Apollon Wealth Management
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 $329M AUM 19.43% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Sanctuary Advisors
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

Sigma Planning Corp's KHPI Position: Q2 2026 in Review

Sigma Planning Corp increased its Kensington Hedged Premium Income ETF (KHPI) stake by 8.4% in Q2 2026, buying an estimated $451K and bringing the position to 225,831 shares worth $5.83M. The position accounts for 0.15% of the portfolio, ranked #146.

Sigma Planning Corp first reported a position in KHPI in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Sigma Planning Corp held 225,831 shares of Kensington Hedged Premium Income ETF worth $5.83M as of Q2 2026.
  • Sigma Planning Corp bought 17,537 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $451K.
  • Kensington Hedged Premium Income ETF made up 0.15% of Sigma Planning Corp's portfolio in Q2 2026, its #146 holding.
  • Sigma Planning Corp first reported a position in Kensington Hedged Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.