UCFA
KNRG

United Capital Financial Advisors’s Simplify Kayne Anderson Energy and Infrastructure Credit ETF KNRG Stock Holding History

United Capital Financial Advisors’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 		$817K Buy
+32,193
New +$834K 0.01% 838

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 $3.06B AUM 23.82% 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 $1.14B AUM 37.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AIA
Accelerate Investment Advisors Aliso Viejo, California $150M AUM 17.82% 1-Year Est. Return

United Capital Financial Advisors's KNRG Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) in Q1 2026: 32,193 shares worth $817K. The stake represents 0.01% of the portfolio and ranks #838 among its holdings.

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

  • United Capital Financial Advisors held 32,193 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $817K as of Q1 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF was a new United Capital Financial Advisors position in Q1 2026.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #838 holding.
  • 17 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.