Wealth Enhancement Advisory Services
KYN icon

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

Wealth Enhancement Advisory Services’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 		$210K Buy
14,873
+30
+0.2% +$415 ﹤0.01% 3545
2026
Q1 		$205K Sell
14,843
-5,790
-28% -$77.8K ﹤0.01% 3119
2025
Q4 		$246K Buy
20,633
+4,614
+29% +$55K ﹤0.01% 3094
2025
Q3 		$195K Sell
16,019
-3,777
-19% -$46.5K ﹤0.01% 3155
2025
Q2 		$250K Sell
19,796
-18,026
-48% -$217K ﹤0.01% 2801
2025
Q1 		$485K Buy
37,822
+17,028
+82% +$220K ﹤0.01% 2092
2024
Q4 		$264K Buy
20,794
+1,812
+10% +$22.4K ﹤0.01% 2482
2024
Q3 		$209K Sell
18,982
-955
-5% -$10.2K ﹤0.01% 2426
2024
Q2 		$206K Sell
19,937
-1,416
-7% -$14K ﹤0.01% 2277
2024
Q1 		$214K Sell
21,353
-24,158
-53% -$218K ﹤0.01% 2151
2023
Q4 		$400K Buy
45,511
+24,858
+120% +$208K ﹤0.01% 1643
2023
Q3 		$174K Buy
+20,653
New +$178K ﹤0.01% 2028

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
RA
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

Wealth Enhancement Advisory Services's KYN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.2% in Q2 2026, buying an estimated $415 and bringing the position to 14,873 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #3545.

Wealth Enhancement Advisory Services first reported a position in KYN in Q3 2023 and has held it in 12 quarters since. The position peaked at $485K in Q1 2025. 34 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,873 shares of Kayne Anderson Energy Infrastructure Fund worth $210K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 30 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $415.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3545 holding.
  • Wealth Enhancement Advisory Services first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Kayne Anderson Energy Infrastructure Fund position peaked at $485K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.