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 Q3	$8.43K	Hold	620	–	–	﹤0.01%	273
2026 Q2	$8.58K	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	$6.4K	Buy	+620	New	+$6.13K	﹤0.01%	263

Other funds holding KYN

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Olistico Wealth's KYN Position: Q3 2026 in Review

Olistico Wealth held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2026 at 620 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Olistico Wealth first reported a position in KYN in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.85K in Q1 2026. 170 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

Olistico Wealth held 620 shares of Kayne Anderson Energy Infrastructure Fund worth $8.43K as of Q3 2026.
Olistico Wealth left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q3 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #273 holding.
Olistico Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Kayne Anderson Energy Infrastructure Fund position peaked at $8.85K in Q1 2026.
170 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.