CoreCap Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

CoreCap Advisors’s Portfolio KIO Stock Details KIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$108K	Hold	10,520	–	–	﹤0.01%	1069
2026 Q2	$118K	Buy	10,520 +10,114	+2,491%	+$113K	﹤0.01%	1038
2026 Q1	$4.47K	Sell	406 -369	-48%	-$4.21K	﹤0.01%	2204
2025 Q4	$8.98K	Sell	775 -247	-24%	-$2.92K	﹤0.01%	2002
2025 Q3	$12.9K	Sell	1,022 -3,411	-77%	-$43K	﹤0.01%	1831
2025 Q2	$55.7K	Sell	4,433 -4,901	-53%	-$58.7K	﹤0.01%	1199
2025 Q1	$115K	Buy	9,334 +1,759	+23%	+$22.4K	0.01%	852
2024 Q4	$101K	Sell	7,575 -1,025	-12%	-$14.1K	﹤0.01%	924
2024 Q3	$127K	Hold	8,600	–	–	0.01%	826
2024 Q2	$118K	Buy	8,600 +1,400	+19%	+$18.8K	0.01%	464
2024 Q1	$97.5K	Buy	+7,200	New	+$93.6K	0.01%	852
2022 Q4	$33K	Buy	+3,000	New	+$33.6K	﹤0.01%	1129
2022 Q1	–	Sell	-4,000	Closed	-$68K	–	1352
2021 Q4	$68K	Buy	+4,000	New	+$65.7K	﹤0.01%	894

Other funds holding KIO

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CoreCap Advisors's KIO Position: Q3 2026 in Review

CoreCap Advisors held its KKR Income Opportunities Fund (KIO) position steady in Q3 2026 at 10,520 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

CoreCap Advisors first reported a position in KIO in Q4 2021 and has held it in 13 quarters since. The position peaked at $127K in Q3 2024. 8 funds tracked by Wall St. Rank hold KIO as of Q3 2026.

CoreCap Advisors held 10,520 shares of KKR Income Opportunities Fund worth $108K as of Q3 2026.
CoreCap Advisors left its KKR Income Opportunities Fund share count unchanged in Q3 2026.
KKR Income Opportunities Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1069 holding.
CoreCap Advisors first reported a position in KKR Income Opportunities Fund in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's KKR Income Opportunities Fund position peaked at $127K in Q3 2024.
8 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.