Cetera Investment Advisers’s KKR Income Opportunities Fund KIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.06M	Buy	96,405 +4,565	+5%	+$52.1K	﹤0.01%	2841
2025 Q4	$1.06M	Buy	91,840 +13,567	+17%	+$161K	﹤0.01%	2768
2025 Q3	$986K	Buy	78,273 +26,825	+52%	+$338K	﹤0.01%	2775
2025 Q2	$646K	Buy	51,448 +6,925	+16%	+$82.9K	﹤0.01%	2760
2025 Q1	$547K	Buy	44,523 +15,210	+52%	+$193K	﹤0.01%	2767
2024 Q4	$392K	Buy	29,313 +12,692	+76%	+$175K	﹤0.01%	2890
2024 Q3	$245K	Sell	16,621 -30,622	-65%	-$437K	﹤0.01%	3237
2024 Q2	$647K	Sell	47,243 -18,911	-29%	-$254K	﹤0.01%	2400
2024 Q1	$896K	Buy	66,154 +20,062	+44%	+$261K	﹤0.01%	2163
2023 Q4	$579K	Buy	46,092 +5,000	+12%	+$59.5K	﹤0.01%	1411
2023 Q3	$491K	Sell	41,092 -3,480	-8%	-$41.6K	﹤0.01%	1427
2023 Q2	$517K	Buy	44,572 +4,183	+10%	+$46.8K	﹤0.01%	1432
2023 Q1	$443K	Buy	40,389 +5,111	+14%	+$57.7K	﹤0.01%	1496
2022 Q4	$388K	Buy	35,278 +3,605	+11%	+$40.4K	﹤0.01%	1519
2022 Q3	$362K	Buy	31,673 +8,993	+40%	+$109K	0.01%	1157
2022 Q2	$264K	Hold	22,680	–	–	﹤0.01%	1508
2022 Q1	$327K	Sell	22,680 -5,279	-19%	-$80.8K	﹤0.01%	1419
2021 Q4	$473K	Sell	27,959 -2,860	-9%	-$47K	0.01%	1214
2021 Q3	$505K	Sell	30,819 -8,718	-22%	-$143K	0.01%	1137
2021 Q2	$659K	Sell	39,537 -18,900	-32%	-$305K	0.01%	966
2021 Q1	$924K	Sell	58,437 -4,600	-7%	-$69.8K	0.02%	701
2020 Q4	$910K	Buy	+63,037	New	+$878K	0.02%	696