TCM
KHPI

Triumph Capital Management’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Triumph Capital Management’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 		$2.58M Buy
105,694
+3,226
+3% +$82.1K 0.52% 39
2025
Q4 		$2.63M Buy
102,468
+5,730
+6% +$148K 0.57% 36
2025
Q3 		$2.47M Buy
96,738
+60,952
+170% +$1.56M 0.66% 36
2025
Q2 		$905K Buy
35,786
+25,942
+264% +$631K 0.27% 89
2025
Q1 		$236K Buy
+9,844
New +$248K 0.08% 237

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

Triumph Capital Management's KHPI Position: Q1 2026 in Review

Triumph Capital Management increased its Kensington Hedged Premium Income ETF (KHPI) stake by 3.1% in Q1 2026, buying an estimated $82.1K and bringing the position to 105,694 shares worth $2.58M. The position accounts for 0.52% of the portfolio, ranked #39.

Triumph Capital Management first reported a position in KHPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.63M in Q4 2025. 74 funds tracked by Wall St. Rank hold KHPI as of Q1 2026.

  • Triumph Capital Management held 105,694 shares of Kensington Hedged Premium Income ETF worth $2.58M as of Q1 2026.
  • Triumph Capital Management bought 3,226 Kensington Hedged Premium Income ETF shares in Q1 2026, an estimated $82.1K.
  • Kensington Hedged Premium Income ETF made up 0.52% of Triumph Capital Management's portfolio in Q1 2026, its #39 holding.
  • Triumph Capital Management first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Triumph Capital Management's Kensington Hedged Premium Income ETF position peaked at $2.63M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.