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

United Advisor 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
2026 Q2	$5.86M	Sell	226,741 -7,394	-3%	-$190K	0.62%	37
2026 Q1	$5.68M	Buy	234,135 +4,436	+2%	+$113K	0.7%	31
2025 Q4	$5.9M	Buy	229,699 +1	+0%	+$26	0.74%	29
2025 Q3	$5.87M	Buy	229,698 +44,137	+24%	+$1.13M	0.79%	27
2025 Q2	$4.69M	Buy	185,561 +8,941	+5%	+$217K	0.81%	28
2025 Q1	$4.23M	Buy	176,620 +18,546	+12%	+$467K	0.87%	26
2024 Q4	$3.99M	Buy	+158,074	New	+$4.02M	0.79%	32

Other funds holding KHPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 $329M AUM 19.43% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

United Advisor Group's KHPI Position: Q2 2026 in Review

United Advisor Group reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 3.2% in Q2 2026, selling an estimated $190K and leaving 226,741 shares worth $5.86M. The position accounts for 0.62% of the portfolio, ranked #37.

United Advisor Group first reported a position in KHPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.9M in Q4 2025. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

United Advisor Group held 226,741 shares of Kensington Hedged Premium Income ETF worth $5.86M as of Q2 2026.
United Advisor Group sold 7,394 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $190K.
Kensington Hedged Premium Income ETF made up 0.62% of United Advisor Group's portfolio in Q2 2026, its #37 holding.
United Advisor Group first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
United Advisor Group's Kensington Hedged Premium Income ETF position peaked at $5.9M in Q4 2025.
76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.