Creative Planning’s KKR Income Opportunities Fund KIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
11,861
+296
| +3% | +$3.72K | ﹤0.01% | 3316 |
|
|
2025
Q1 | $142K | Buy |
11,565
+1,196
| +12% | +$14.7K | ﹤0.01% | 3161 |
|
|
2024
Q4 | $139K | Sell |
10,369
-1,957
| -16% | -$26.2K | ﹤0.01% | 3073 |
|
|
2024
Q3 | $182K | Buy |
+12,326
| New | +$182K | ﹤0.01% | 2874 |
|
|
2016
Q4 | – | Sell |
-10
| Closed | – | – | 4518 |
|
|
2016
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4445 |
|