JOURNEY STRATEGIC WEALTH LLC

Position in KYN — Kayne Anderson Energy Infrastructure Fund, Inc.

CIK 1909316 SUMMIT, NJ

Position in KYN

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$340,877

+$32,975 QoQ

Shares Held

23,871

-4.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $13,055,217 across 32 Asset Management names. KYN ranks #13 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	1,379	$1,326,194
2	DLY	DoubleLine Yield Opportunities Fund	89,111	$1,240,425
3	PDI	PIMCO Dynamic Income Fund	53,300	$911,963
4	PHYS	Sprott Physical Gold Trust	25,411	$900,565
5	CG	Carlyle Group Inc.	17,474	$845,565
6	PSLV	Sprott Physical Silver Trust	31,387	$765,528
7	PAXS	PIMCO Access Income Fund	51,700	$744,997
8	AMP	Ameriprise Financial Inc	1,377	$611,935

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$340,877	23,871	-4.0%	Shares	Sole	2026-04-15
2025-12-31	$307,902	24,871	0.0%	Shares	Sole	2026-02-13
2025-09-30	$307,654	24,871	+19.2%	Shares	Sole	2025-11-12
2025-06-30	$265,479	20,871	+62.0%	Shares	Sole	2025-08-12
2023-06-30	$104,851	12,881	+0.8%	Shares	Sole	2023-08-14
2023-03-31	$110,358	12,773	+0.7%	Shares	Sole	2023-05-12
2022-12-31	$108,540	12,680	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$101,906	12,581	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$104,624	12,485	+0.7%	Shares	Sole	2022-08-15
2022-03-31	$114,318	12,399	+19.7%	Shares	Sole	2022-05-16
2021-12-31	$80,704	10,360	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.