HWM
KNRG

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

HB Wealth Management’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 		$817K Hold
31,798
– – ﹤0.01% 837
2026
Q1 		$808K Buy
+31,798
New +$824K 0.01% 753

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
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

HB Wealth Management's KNRG Position: Q2 2026 in Review

HB Wealth Management held its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) position steady in Q2 2026 at 31,798 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

HB Wealth Management 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.

  • HB Wealth Management held 31,798 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $817K as of Q2 2026.
  • HB Wealth Management left its Simplify Kayne Anderson Energy and Infrastructure Credit ETF share count unchanged in Q2 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #837 holding.
  • HB Wealth Management 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.