CW
KNRG

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

CreativeOne Wealth’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 		$1.75M Buy
68,182
+13,994
+26% +$361K 0.04% 393
2026
Q1 		$1.38M Buy
54,188
+12,832
+31% +$332K 0.03% 464
2025
Q4 		$1.07M Buy
+41,356
New +$1.07M 0.03% 527

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
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
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

CreativeOne Wealth's KNRG Position: Q2 2026 in Review

CreativeOne Wealth increased its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) stake by 26% in Q2 2026, buying an estimated $361K and bringing the position to 68,182 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #393.

CreativeOne Wealth first reported a position in KNRG in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold KNRG as of Q2 2026.

  • CreativeOne Wealth held 68,182 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $1.75M as of Q2 2026.
  • CreativeOne Wealth bought 13,994 Simplify Kayne Anderson Energy and Infrastructure Credit ETF shares in Q2 2026, an estimated $361K.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #393 holding.
  • CreativeOne Wealth first reported a position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.