WIA
KHPI

World Investment Advisors’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

World Investment 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
2025
Q4 		– Sell
-10,973
Closed -$280K – 1561
2025
Q3 		$280K Buy
10,973
+1,071
+11% +$27.4K 0.01% 1017
2025
Q2 		$250K Buy
9,902
+797
+9% +$19.4K 0.01% 1002
2025
Q1 		$218K Sell
9,105
-581
-6% -$14.6K 0.01% 981
2024
Q4 		$245K Buy
+9,686
New +$247K 0.01% 900

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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

World Investment Advisors's KHPI Position: Q4 2025 in Review

World Investment Advisors sold out of Kensington Hedged Premium Income ETF (KHPI) in Q4 2025, closing a stake of 10,973 shares — an estimated $280K sold.

World Investment Advisors first reported a position in KHPI in Q4 2024 and held it in 4 quarters. The position peaked at $280K in Q3 2025. 72 funds tracked by Wall St. Rank hold KHPI as of Q4 2025.

  • World Investment Advisors reported no remaining Kensington Hedged Premium Income ETF position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 10,973 Kensington Hedged Premium Income ETF shares in Q4 2025, an estimated $280K.
  • World Investment Advisors first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and held it in 4 quarters.
  • World Investment Advisors's Kensington Hedged Premium Income ETF position peaked at $280K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.