SWMG LLC
KHPI icon

SWMG LLC’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

SWMG LLC’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
Q3 		$587K Buy
22,492
+1,024
+5% +$26.6K 0.13% 61
2026
Q2 		$559K Sell
21,468
-4,516
-17% -$116K 0.13% 57
2026
Q1 		$629K Buy
25,984
+3,037
+13% +$77.3K 0.18% 59
2025
Q4 		$589K Buy
22,947
+4,031
+21% +$104K 0.16% 63
2025
Q3 		$491K Buy
18,916
+562
+3% +$14.4K 0.15% 69
2025
Q2 		$472K Buy
18,354
+543
+3% +$13.2K 0.16% 76
2025
Q1 		$423K Sell
17,811
-29,898
-63% -$753K 0.17% 84
2024
Q4 		$1.23M Buy
+47,709
New +$1.21M 0.49% 33

Other funds holding KHPI

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SWMG LLC's KHPI Position: Q3 2026 in Review

SWMG LLC increased its Kensington Hedged Premium Income ETF (KHPI) stake by 4.8% in Q3 2026, buying an estimated $26.6K and bringing the position to 22,492 shares worth $587K. The position accounts for 0.13% of the portfolio, ranked #61.

SWMG LLC first reported a position in KHPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q4 2024. 28 funds tracked by Wall St. Rank hold KHPI as of Q3 2026.

  • SWMG LLC held 22,492 shares of Kensington Hedged Premium Income ETF worth $587K as of Q3 2026.
  • SWMG LLC bought 1,024 Kensington Hedged Premium Income ETF shares in Q3 2026, an estimated $26.6K.
  • Kensington Hedged Premium Income ETF made up 0.13% of SWMG LLC's portfolio in Q3 2026, its #61 holding.
  • SWMG LLC first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
  • SWMG LLC's Kensington Hedged Premium Income ETF position peaked at $1.23M in Q4 2024.
  • 28 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.