SL
KHPI

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
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

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

SWMG LLC's KHPI Position: Q2 2026 in Review

SWMG LLC reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 17% in Q2 2026, selling an estimated $116K and leaving 21,468 shares worth $559K. The position accounts for 0.13% of the portfolio, ranked #57.

SWMG LLC first reported a position in KHPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2024. 37 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • SWMG LLC held 21,468 shares of Kensington Hedged Premium Income ETF worth $559K as of Q2 2026.
  • SWMG LLC sold 4,516 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $116K.
  • Kensington Hedged Premium Income ETF made up 0.13% of SWMG LLC's portfolio in Q2 2026, its #57 holding.
  • SWMG LLC first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • SWMG LLC's Kensington Hedged Premium Income ETF position peaked at $1.23M in Q4 2024.
  • 37 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.