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Founders Financial Alliance’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Founders Financial Alliance’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
2024
Q4 		– Sell
-11,261
Closed -$124K – 591
2024
Q3 		$124K Buy
11,261
+229
+2% +$2.43K 0.03% 316
2024
Q2 		$114K Buy
11,032
+248
+2% +$2.45K 0.03% 309
2024
Q1 		$108K Buy
10,784
+262
+2% +$2.37K 0.03% 316
2023
Q4 		$92.4K Sell
10,522
-360
-3% -$3.01K 0.04% 297
2023
Q3 		$91.5K Buy
10,882
+257
+2% +$2.21K 0.04% 276
2023
Q2 		$86.5K Sell
10,625
-1,035
-9% -$8.53K 0.03% 304
2023
Q1 		$101K Buy
11,660
+252
+2% +$2.21K 0.05% 252
2022
Q4 		$97.6K Buy
11,408
+252
+2% +$2.18K 0.04% 266
2022
Q3 		$90K Buy
11,156
+259
+2% +$2.31K 0.05% 264
2022
Q2 		$91K Buy
10,897
+221
+2% +$2K 0.05% 274
2022
Q1 		$98K Buy
+10,676
New +$90.7K 0.04% 263

Other funds holding KYN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Alliance's KYN Position: Q4 2024 in Review

Founders Financial Alliance sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2024, closing a stake of 11,261 shares — an estimated $124K sold.

Founders Financial Alliance first reported a position in KYN in Q1 2022 and held it in 11 quarters. The position peaked at $124K in Q3 2024. 240 funds tracked by Wall St. Rank hold KYN as of Q4 2024.

  • Founders Financial Alliance reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Alliance sold 11,261 Kayne Anderson Energy Infrastructure Fund shares in Q4 2024, an estimated $124K.
  • Founders Financial Alliance first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2022 and held it in 11 quarters.
  • Founders Financial Alliance's Kayne Anderson Energy Infrastructure Fund position peaked at $124K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2024.

Based on Founders Financial Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.