SS
KHPI

Sunbelt Securities’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Sunbelt Securities’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 		$699K Buy
28,882
+685
+2% +$17.4K 0.04% 333
2025
Q4 		$724K Buy
28,197
+7,652
+37% +$198K 0.05% 316
2025
Q3 		$525K Buy
20,545
+3,134
+18% +$80.1K 0.04% 376
2025
Q2 		$440K Sell
17,411
-1,155
-6% -$28.1K 0.04% 380
2025
Q1 		$445K Buy
18,566
+1,155
+7% +$29.1K 0.04% 353
2024
Q4 		$444K Buy
17,411
+1,534
+10% +$39K 0.04% 377
2024
Q3 		$402K Buy
+15,877
New +$401K 0.04% 410

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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 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
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Sunbelt Securities's KHPI Position: Q1 2026 in Review

Sunbelt Securities increased its Kensington Hedged Premium Income ETF (KHPI) stake by 2.4% in Q1 2026, buying an estimated $17.4K and bringing the position to 28,882 shares worth $699K. The position accounts for 0.04% of the portfolio, ranked #333.

Sunbelt Securities first reported a position in KHPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $724K in Q4 2025. 74 funds tracked by Wall St. Rank hold KHPI as of Q1 2026.

  • Sunbelt Securities held 28,882 shares of Kensington Hedged Premium Income ETF worth $699K as of Q1 2026.
  • Sunbelt Securities bought 685 Kensington Hedged Premium Income ETF shares in Q1 2026, an estimated $17.4K.
  • Kensington Hedged Premium Income ETF made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #333 holding.
  • Sunbelt Securities first reported a position in Kensington Hedged Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Sunbelt Securities's Kensington Hedged Premium Income ETF position peaked at $724K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.