Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

KNRGKNRG
2 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. United Capital Financial Advisors holds 32,193 shares of KNRG (Simplify Exchange Traded Fun), worth $827,975, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. United Capital Financial Advisors has held KNRG since Q1 2026, across 2 quarterly 13F filings.

Current Value

$827,975

Current Shares

32,193

Total Value Change

+$10,733

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
32,193
0.0%
$827,9750.0%$25.15
0
2026-Q1
New
32,193
-
$817,2420.0%$24.46
34

Other major holders of KNRG: AXXCESS WEALTH MANAGEMENT, LLC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, RAYMOND JAMES FINANCIAL INC

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