AWM
KNRG

Axxcess Wealth Management’s Simplify Kayne Anderson Energy and Infrastructure Credit ETF KNRG Stock Holding History

Axxcess Wealth Management’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 		$2.79M Buy
+108,377
New +$2.79M 0.04% 335

Other funds holding KNRG

AAA
AG Asset Advisory Los Angeles, California $124M AUM 1.44% 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

Axxcess Wealth Management's KNRG Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) in Q2 2026: 108,377 shares worth $2.79M. The stake represents 0.04% of the portfolio and ranks #335 among its holdings.

11 funds tracked by Wall St. Rank hold KNRG as of Q2 2026.

  • Axxcess Wealth Management held 108,377 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $2.79M as of Q2 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #335 holding.
  • 11 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.