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
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 $5.22B 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
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
AIA
Accelerate Investment Advisors Aliso Viejo, California $150M AUM 17.82% 1-Year Est. Return

CreativeOne Wealth's KNRG Position: Q1 2026 in Review

CreativeOne Wealth increased its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) stake by 31% in Q1 2026, buying an estimated $332K and bringing the position to 54,188 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #464.

CreativeOne Wealth first reported a position in KNRG in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold KNRG as of Q1 2026.

  • CreativeOne Wealth held 54,188 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $1.38M as of Q1 2026.
  • CreativeOne Wealth bought 12,832 Simplify Kayne Anderson Energy and Infrastructure Credit ETF shares in Q1 2026, an estimated $332K.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #464 holding.
  • CreativeOne Wealth first reported a position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.