Creative Planning’s KKR Income Opportunities Fund KIO Stock Holding History

Creative Planning’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	$127K	Buy	+11,306	New	+$127K	﹤0.01%	3994
2025 Q4	–	Sell	-12,155	Closed	-$153K	–	4018
2025 Q3	$153K	Buy	12,155 +294	+2%	+$3.7K	﹤0.01%	3576
2025 Q2	$149K	Buy	11,861 +296	+3%	+$3.54K	﹤0.01%	3331
2025 Q1	$142K	Buy	11,565 +1,196	+12%	+$15.2K	﹤0.01%	3173
2024 Q4	$139K	Sell	10,369 -1,957	-16%	-$27K	﹤0.01%	3083
2024 Q3	$182K	Buy	+12,326	New	+$176K	﹤0.01%	2874
2016 Q4	–	Sell	-10	Closed	–	–	4731
2016 Q3	$0	Buy	+10	New	+$157	﹤0.01%	4661

Other funds holding KIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's KIO Position: Q2 2026 in Review

Creative Planning opened a new position in KKR Income Opportunities Fund (KIO) in Q2 2026: 11,306 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #3994 among its holdings. This is a return to the name: Creative Planning previously reported a position in KIO as recently as Q3 2025.

Creative Planning first reported a position in KIO in Q3 2016 and has held it in 7 quarters since. The position peaked at $182K in Q3 2024. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Creative Planning held 11,306 shares of KKR Income Opportunities Fund worth $127K as of Q2 2026.
KKR Income Opportunities Fund was a new Creative Planning position in Q2 2026.
KKR Income Opportunities Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3994 holding.
Creative Planning first reported a position in KKR Income Opportunities Fund in Q3 2016 and has held it in 7 quarters since.
Creative Planning's KKR Income Opportunities Fund position peaked at $182K in Q3 2024.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.