UAG
KHPI

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