UBS Group
KHPI

UBS Group’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

UBS Group’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
2025
Q2 		– Sell
-66
Closed -$1.58K – 11019
2025
Q1 		$1.58K Sell
66
-26
-28% -$655 ﹤0.01% 9487
2024
Q4 		$2.33K Buy
+92
New +$2.34K ﹤0.01% 9066

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $26.4B AUM 21.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

UBS Group's KHPI Position: Q2 2025 in Review

UBS Group sold out of Kensington Hedged Premium Income ETF (KHPI) in Q2 2025, closing a stake of 66 shares — an estimated $1.58K sold.

UBS Group first reported a position in KHPI in Q4 2024 and held it in 2 quarters. The position peaked at $2.33K in Q4 2024. 53 funds tracked by Wall St. Rank hold KHPI as of Q2 2025.

  • UBS Group reported no remaining Kensington Hedged Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 66 Kensington Hedged Premium Income ETF shares in Q2 2025, an estimated $1.58K.
  • UBS Group first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and held it in 2 quarters.
  • UBS Group's Kensington Hedged Premium Income ETF position peaked at $2.33K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.