SF
KHPI

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

Summit Financial’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 		$1.9M Buy
72,985
+309
+0.4% +$7.94K 0.02% 650
2026
Q1 		$1.77M Buy
72,676
+39,413
+118% +$1M 0.02% 609
2025
Q4 		$860K Buy
33,263
+9,048
+37% +$234K 0.01% 715
2025
Q3 		$618K Buy
+24,215
New +$619K 0.01% 821

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

Summit Financial's KHPI Position: Q2 2026 in Review

Summit Financial increased its Kensington Hedged Premium Income ETF (KHPI) stake by 0.43% in Q2 2026, buying an estimated $7.94K and bringing the position to 72,985 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #650.

Summit Financial 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.

  • Summit Financial held 72,985 shares of Kensington Hedged Premium Income ETF worth $1.9M as of Q2 2026.
  • Summit Financial bought 309 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $7.94K.
  • Kensington Hedged Premium Income ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #650 holding.
  • Summit Financial 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 Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.