UBS Group
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UBS Group’s Simplify Kayne Anderson Energy and Infrastructure Credit ETF KNRG Stock Holding History

UBS Group’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
Q3 		$31.2K Buy
+1,251
New +$32.1K ﹤0.01% 8071

Other funds holding KNRG

AG Asset Advisory
AG Asset Advisory Los Angeles, California $138M AUM 8.48% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Exit Wealth Advisors
Exit Wealth Advisors Atlanta, Georgia $222M AUM 28.61% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

UBS Group's KNRG Position: Q3 2026 in Review

UBS Group opened a new position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) in Q3 2026: 1,251 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #8071 among its holdings.

21 funds tracked by Wall St. Rank hold KNRG as of Q3 2026.

  • UBS Group held 1,251 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $31.2K as of Q3 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF was a new UBS Group position in Q3 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8071 holding.
  • 21 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.