Creative Planning’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
2025
Q4
Sell
2025
Q3
$153K Buy
2025
Q2
$149K Buy
2025
Q1
$142K Buy
2024
Q4
$139K Sell
2024
Q3
$182K Buy
2016
Q4
Sell
2016
Q3
$0 Buy