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 Q2	$25.2K	Hold	1,819	–	–	﹤0.01%	1235
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Financial Designs's KYN Position: Q2 2026 in Review

Creative Financial Designs held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 1,819 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Creative Financial Designs first reported a position in KYN in Q2 2020 and has held it in 25 quarters since. The position peaked at $26K in Q1 2026. 265 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Creative Financial Designs held 1,819 shares of Kayne Anderson Energy Infrastructure Fund worth $25.2K as of Q2 2026.
Creative Financial Designs left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1235 holding.
Creative Financial Designs first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2020 and has held it in 25 quarters since.
Creative Financial Designs's Kayne Anderson Energy Infrastructure Fund position peaked at $26K in Q1 2026.
265 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.