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AXXCESS WEALTH MANAGEMENT, LLC
AXXCESS WEALTH MANAGEMENT, LLC
KNRG2 quarters
Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN
Yes. Axxcess Wealth Management holds 136,661 shares of KNRG (Simplify Exchange Traded Fun), worth $3.4M, as of its Q3 2026 13F filing. It increased the position by 28,284 shares (+26.1%) from Q2 2026. Axxcess Wealth Management has held KNRG since Q2 2026, across 2 quarterly 13F filings. KNRG is 0.1% of Axxcess Wealth Management's reported 13F portfolio.
Current Value
$3.4M
Current Shares
136,661
Total Value Change
+$621,261
Total Shares Change
+28,284
Quarter-by-Quarter History
Other major holders of KNRG: KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, RAYMOND JAMES FINANCIAL INC, UNITED CAPITAL FINANCIAL ADVISORS, LLC