Carson Wealth (CWM LLC)
KNRG

Carson Wealth (CWM LLC)’s Simplify Kayne Anderson Energy and Infrastructure Credit ETF KNRG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$282K Buy
+11,086
New +$287K ﹤0.01% 2426

Other funds holding KNRG

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AAA
AG Asset Advisory Los Angeles, California $121M AUM 10.78% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KNRG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) in Q1 2026: 11,086 shares worth $282K. The stake represents ﹤0.01% of the portfolio and ranks #2426 among its holdings.

17 funds tracked by Wall St. Rank hold KNRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,086 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $282K as of Q1 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2426 holding.
  • 17 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.