BAM
KNRG

Belpointe Asset Management’s Simplify Kayne Anderson Energy and Infrastructure Credit ETF KNRG Stock Holding History

Belpointe Asset 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 		$1.48M Sell
57,631
-2,870
-5% -$74K 0.05% 367
2026
Q1 		$1.54M Buy
+60,501
New +$1.57M 0.06% 306

Other funds holding KNRG

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AAA
AG Asset Advisory Los Angeles, California $124M AUM 1.44% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
EWA
Exit Wealth Advisors Atlanta, Georgia $220M AUM 37.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Belpointe Asset Management's KNRG Position: Q2 2026 in Review

Belpointe Asset Management reduced its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) stake by 4.7% in Q2 2026, selling an estimated $74K and leaving 57,631 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #367.

Belpointe Asset Management first reported a position in KNRG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.54M in Q1 2026. 21 funds tracked by Wall St. Rank hold KNRG as of Q2 2026.

  • Belpointe Asset Management held 57,631 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $1.48M as of Q2 2026.
  • Belpointe Asset Management sold 2,870 Simplify Kayne Anderson Energy and Infrastructure Credit ETF shares in Q2 2026, an estimated $74K.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #367 holding.
  • Belpointe Asset Management first reported a position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF in Q1 2026 and has held it in 2 quarters since.
  • Belpointe Asset Management's Simplify Kayne Anderson Energy and Infrastructure Credit ETF position peaked at $1.54M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.