SW
KHPI

Simplicity Wealth’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Simplicity Wealth’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
2025
Q4 		– Sell
-12,342
Closed -$315K – 790
2025
Q3 		$315K Sell
12,342
-6,466
-34% -$165K 0.02% 553
2025
Q2 		$475K Buy
18,808
+6,185
+49% +$150K 0.02% 467
2025
Q1 		$302K Buy
+12,623
New +$318K 0.02% 427

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
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

Simplicity Wealth's KHPI Position: Q4 2025 in Review

Simplicity Wealth sold out of Kensington Hedged Premium Income ETF (KHPI) in Q4 2025, closing a stake of 12,342 shares — an estimated $315K sold.

Simplicity Wealth first reported a position in KHPI in Q1 2025 and held it in 3 quarters. The position peaked at $475K in Q2 2025. 72 funds tracked by Wall St. Rank hold KHPI as of Q4 2025.

  • Simplicity Wealth reported no remaining Kensington Hedged Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 12,342 Kensington Hedged Premium Income ETF shares in Q4 2025, an estimated $315K.
  • Simplicity Wealth first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and held it in 3 quarters.
  • Simplicity Wealth's Kensington Hedged Premium Income ETF position peaked at $475K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.