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

Summit Financial's KHPI Position: Q1 2026 in Review

Summit Financial increased its Kensington Hedged Premium Income ETF (KHPI) stake by 118% in Q1 2026, buying an estimated $1M and bringing the position to 72,676 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #609.

Summit Financial first reported a position in KHPI in Q3 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold KHPI as of Q1 2026.

  • Summit Financial held 72,676 shares of Kensington Hedged Premium Income ETF worth $1.77M as of Q1 2026.
  • Summit Financial bought 39,413 Kensington Hedged Premium Income ETF shares in Q1 2026, an estimated $1M.
  • Kensington Hedged Premium Income ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #609 holding.
  • Summit Financial first reported a position in Kensington Hedged Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.