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
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 $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Creative Planning's KIO Position: Q4 2025 in Review

Creative Planning sold out of KKR Income Opportunities Fund (KIO) in Q4 2025, closing a stake of 12,155 shares — an estimated $153K sold.

Creative Planning first reported a position in KIO in Q3 2016 and held it in 6 quarters. The position peaked at $182K in Q3 2024. 95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

Creative Planning reported no remaining KKR Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 12,155 KKR Income Opportunities Fund shares in Q4 2025, an estimated $153K.
Creative Planning first reported a position in KKR Income Opportunities Fund in Q3 2016 and held it in 6 quarters.
Creative Planning's KKR Income Opportunities Fund position peaked at $182K in Q3 2024.
95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.