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
Q1 		$808K Buy
+31,798
New +$824K 0.01% 753

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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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
AIA
Accelerate Investment Advisors Aliso Viejo, California $150M AUM 17.82% 1-Year Est. Return

HB Wealth Management's KNRG Position: Q1 2026 in Review

HB Wealth Management opened a new position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) in Q1 2026: 31,798 shares worth $808K. The stake represents 0.01% of the portfolio and ranks #753 among its holdings.

17 funds tracked by Wall St. Rank hold KNRG as of Q1 2026.

  • HB Wealth Management held 31,798 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $808K as of Q1 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF was a new HB Wealth Management position in Q1 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #753 holding.
  • 17 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.