EWA
KNRG

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

Exit Wealth Advisors’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 		$1.54M Buy
59,998
+35,810
+148% +$923K 0.7% 35
2026
Q1 		$615K Buy
+24,188
New +$626K 0.32% 60

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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 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

Exit Wealth Advisors's KNRG Position: Q2 2026 in Review

Exit Wealth Advisors increased its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) stake by 148% in Q2 2026, buying an estimated $923K and bringing the position to 59,998 shares worth $1.54M. The position accounts for 0.7% of the portfolio, ranked #35.

Exit Wealth Advisors first reported a position in KNRG in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold KNRG as of Q2 2026.

  • Exit Wealth Advisors held 59,998 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $1.54M as of Q2 2026.
  • Exit Wealth Advisors bought 35,810 Simplify Kayne Anderson Energy and Infrastructure Credit ETF shares in Q2 2026, an estimated $923K.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.7% of Exit Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Exit Wealth Advisors first reported a position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.