CA
KIO

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
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 $319M AUM 3.9% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return