Ameritas Advisory Services’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Ameritas Advisory Services’s Portfolio KYN Stock Details KYN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,610	Closed	-$156K	–	1601
2025 Q3	$156K	Buy	12,610 +10,187	+420%	+$126K	0.01%	688
2025 Q2	$30.8K	Sell	2,423 -10,527	-81%	-$127K	﹤0.01%	1540
2025 Q1	$165K	Hold	12,950	–	–	0.01%	833
2024 Q4	$165K	Buy	12,950 +68	+0.5%	+$839	0.01%	846
2024 Q3	$142K	Sell	12,882 -340	-3%	-$3.61K	0.01%	819
2024 Q2	$137K	Sell	13,222 -603	-4%	-$5.96K	0.01%	868
2024 Q1	$133K	Buy	+13,825	New	+$125K	0.01%	844
2023 Q2	–	Sell	-2,683	Closed	-$22.9K	–	1667
2023 Q1	$22.9K	Buy	+2,683	New	+$23.5K	﹤0.01%	1573

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Ameritas Advisory Services's KYN Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2025, closing a stake of 12,610 shares — an estimated $156K sold.

Ameritas Advisory Services first reported a position in KYN in Q1 2023 and held it in 8 quarters. The position peaked at $165K in Q1 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q4 2025.

Ameritas Advisory Services reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 12,610 Kayne Anderson Energy Infrastructure Fund shares in Q4 2025, an estimated $156K.
Ameritas Advisory Services first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2023 and held it in 8 quarters.
Ameritas Advisory Services's Kayne Anderson Energy Infrastructure Fund position peaked at $165K in Q1 2025.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.