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

Wealth Advisory Solutions’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	$312K	Hold	22,936	–	–	0.06%	115
2026 Q2	$317K	Sell	22,936 -4,857	-17%	-$67.3K	0.07%	114
2026 Q1	$397K	Sell	27,793 -266,492	-91%	-$3.58M	0.09%	102
2025 Q4	$3.64M	Hold	294,285	–	–	0.85%	34
2025 Q3	$3.64M	Buy	294,285 +70,135	+31%	+$864K	0.88%	35
2025 Q2	$2.85M	Buy	224,150 +68,999	+44%	+$832K	0.72%	40
2025 Q1	$1.99M	Buy	155,151 +22,490	+17%	+$290K	0.53%	50
2024 Q4	$1.69M	Buy	132,661 +107,933	+436%	+$1.33M	0.47%	47
2024 Q3	$272K	Hold	24,728	–	–	0.07%	105
2024 Q2	$255K	Sell	24,728 -14,305	-37%	-$141K	0.07%	106
2024 Q1	$391K	Buy	+39,033	New	+$353K	0.1%	92

Other funds holding KYN

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

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Jeppson Wealth Management Manhattan Beach, California $350M AUM 26.62% 1-Year Est. Return

Wealth Advisory Solutions's KYN Position: Q3 2026 in Review

Wealth Advisory Solutions held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2026 at 22,936 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #115.

Wealth Advisory Solutions first reported a position in KYN in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.64M in Q4 2025. 47 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

Wealth Advisory Solutions held 22,936 shares of Kayne Anderson Energy Infrastructure Fund worth $312K as of Q3 2026.
Wealth Advisory Solutions left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q3 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.06% of Wealth Advisory Solutions's portfolio in Q3 2026, its #115 holding.
Wealth Advisory Solutions first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2024 and has held it in 11 quarters since.
Wealth Advisory Solutions's Kayne Anderson Energy Infrastructure Fund position peaked at $3.64M in Q4 2025.
47 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.