Olistico Wealth’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Olistico Wealth’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
2026 Q2	$8.57K	Hold	620	–	–	﹤0.01%	256
2026 Q1	$8.85K	Hold	620	–	–	﹤0.01%	262
2025 Q4	$7.68K	Buy	+620	New	+$7.39K	﹤0.01%	269
2025 Q3	–	Sell	-620	Closed	-$7.89K	–	231
2025 Q2	$7.89K	Hold	620	–	–	﹤0.01%	274
2025 Q1	$7.96K	Hold	620	–	–	﹤0.01%	262
2024 Q4	$7.88K	Hold	620	–	–	﹤0.01%	254
2024 Q3	$6.82K	Hold	620	–	–	﹤0.01%	264
2024 Q2	$6.41K	Buy	+620	New	+$6.13K	﹤0.01%	263

Other funds holding KYN

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Olistico Wealth's KYN Position: Q2 2026 in Review

Olistico Wealth held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 620 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Olistico Wealth first reported a position in KYN in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.85K in Q1 2026. 34 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Olistico Wealth held 620 shares of Kayne Anderson Energy Infrastructure Fund worth $8.57K as of Q2 2026.
Olistico Wealth left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #256 holding.
Olistico Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's Kayne Anderson Energy Infrastructure Fund position peaked at $8.85K in Q1 2026.
34 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.