Creative Financial Designs’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Creative Financial Designs’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
2026 Q1	$26K	Hold	1,819	–	–	﹤0.01%	1119
2025 Q4	$22.5K	Hold	1,819	–	–	﹤0.01%	1117
2025 Q3	$22.5K	Hold	1,819	–	–	﹤0.01%	1113
2025 Q2	$23.1K	Hold	1,819	–	–	﹤0.01%	1100
2025 Q1	$23.3K	Hold	1,819	–	–	﹤0.01%	1038
2024 Q4	$23.1K	Hold	1,819	–	–	﹤0.01%	1010
2024 Q3	$20K	Hold	1,819	–	–	﹤0.01%	1030
2024 Q2	$18.8K	Hold	1,819	–	–	﹤0.01%	1011
2024 Q1	$18.2K	Buy	1,819 +500	+38%	+$4.52K	﹤0.01%	992
2023 Q4	$11.6K	Buy	1,319 +319	+32%	+$2.67K	﹤0.01%	1045
2023 Q3	$8.41K	Hold	1,000	–	–	﹤0.01%	1072
2023 Q2	$8.14K	Hold	1,000	–	–	﹤0.01%	1072
2023 Q1	$8.64K	Hold	1,000	–	–	﹤0.01%	996
2022 Q4	$8.56K	Hold	1,000	–	–	﹤0.01%	929
2022 Q3	$8K	Hold	1,000	–	–	﹤0.01%	940
2022 Q2	$8K	Hold	1,000	–	–	﹤0.01%	911
2022 Q1	$9K	Hold	1,000	–	–	﹤0.01%	929
2021 Q4	$8K	Hold	1,000	–	–	﹤0.01%	944
2021 Q3	$8K	Hold	1,000	–	–	﹤0.01%	1063
2021 Q2	$9K	Hold	1,000	–	–	﹤0.01%	1046
2021 Q1	$7K	Sell	1,000 -700	-41%	-$4.84K	﹤0.01%	995
2020 Q4	$10K	Hold	1,700	–	–	﹤0.01%	870
2020 Q3	$7K	Hold	1,700	–	–	﹤0.01%	874
2020 Q2	$9K	Buy	+1,700	New	+$9.05K	﹤0.01%	773

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

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

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

Creative Financial Designs's KYN Position: Q1 2026 in Review

Creative Financial Designs held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 1,819 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Creative Financial Designs first reported a position in KYN in Q2 2020 and has held it in 24 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Creative Financial Designs held 1,819 shares of Kayne Anderson Energy Infrastructure Fund worth $26K as of Q1 2026.
Creative Financial Designs left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1119 holding.
Creative Financial Designs first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2020 and has held it in 24 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.