AAA
KNRG

AG Asset Advisory’s Simplify Kayne Anderson Energy and Infrastructure Credit ETF KNRG Stock Holding History

AG Asset Advisory’s Portfolio KNRG Stock Details KNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.59M Hold
295,234
– – 6.14% 3
2026
Q1 		$7.5M Buy
+295,234
New +$7.65M 6.22% 3

Other funds holding KNRG

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
MWM
Mosley Wealth Management Anaheim, California $314M AUM
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return

AG Asset Advisory's KNRG Position: Q2 2026 in Review

AG Asset Advisory held its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) position steady in Q2 2026 at 295,234 shares worth $7.59M. The position accounts for 6.14% of the portfolio, ranked #3.

AG Asset Advisory first reported a position in KNRG in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold KNRG as of Q2 2026.

  • AG Asset Advisory held 295,234 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $7.59M as of Q2 2026.
  • AG Asset Advisory left its Simplify Kayne Anderson Energy and Infrastructure Credit ETF share count unchanged in Q2 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 6.14% of AG Asset Advisory's portfolio in Q2 2026, its #3 holding.
  • AG Asset Advisory first reported a position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q2 2026.

Based on AG Asset Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.