Avior Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-4,358	Closed	-$55.4K	–	1623
2024 Q4	$55.4K	Hold	4,358	–	–	﹤0.01%	1109
2024 Q3	$47.9K	Buy	4,358 +87	+2%	+$925	﹤0.01%	1128
2024 Q2	$44.1K	Buy	4,271 +94	+2%	+$929	﹤0.01%	1136
2024 Q1	$41.8K	Buy	+4,177	New	+$37.7K	﹤0.01%	1296

Other funds holding KYN

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's KYN Position: Q1 2025 in Review

Avior Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2025, closing a stake of 4,358 shares — an estimated $55.4K sold.

Avior Wealth Management first reported a position in KYN in Q1 2024 and held it in 4 quarters. The position peaked at $55.4K in Q4 2024. 236 funds tracked by Wall St. Rank hold KYN as of Q1 2025.

Avior Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 4,358 Kayne Anderson Energy Infrastructure Fund shares in Q1 2025, an estimated $55.4K.
Avior Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $55.4K in Q4 2024.
236 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.