Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

KNRGKNRG
2 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

Yes. Wealth Enhancement Advisory Services holds 27,143 shares of KNRG (Simplify Exchange Traded Fun), worth $680,928, as of its Q3 2026 13F filing. It increased the position by 16,633 shares (+158.3%) from Q2 2026. Wealth Enhancement Advisory Services has held KNRG since Q2 2026, across 2 quarterly 13F filings.

Current Value

$680,928

Current Shares

27,143

Total Value Change

+$410,138

Total Shares Change

+16,633

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
27,143
+158.3%
$680,9280.0%$24.79
40
2026-Q2
New
10,510
-
$270,7900.0%$25.15
32

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

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