Simplicity Wealth
KHPI icon

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 $445B AUM 25.58% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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

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.