USCWA
KHPI

U.S. Capital Wealth Advisors’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

U.S. Capital Wealth Advisors’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 		$636K Buy
26,275
+2,400
+10% +$61.1K 0.02% 624
2025
Q4 		$613K Buy
23,875
+1,525
+7% +$39.5K 0.02% 609
2025
Q3 		$571K Buy
22,350
+7,700
+53% +$197K 0.02% 605
2025
Q2 		$370K Buy
14,650
+3,000
+26% +$73K 0.01% 669
2025
Q1 		$279K Buy
+11,650
New +$293K 0.01% 717

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

U.S. Capital Wealth Advisors's KHPI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Kensington Hedged Premium Income ETF (KHPI) stake by 10% in Q1 2026, buying an estimated $61.1K and bringing the position to 26,275 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #624.

U.S. Capital Wealth Advisors first reported a position in KHPI in Q1 2025 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold KHPI as of Q1 2026.

  • U.S. Capital Wealth Advisors held 26,275 shares of Kensington Hedged Premium Income ETF worth $636K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 2,400 Kensington Hedged Premium Income ETF shares in Q1 2026, an estimated $61.1K.
  • Kensington Hedged Premium Income ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #624 holding.
  • U.S. Capital Wealth Advisors first reported a position in Kensington Hedged Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.