Fortitude Advisory Group’s KKR Income Opportunities Fund KIO Stock Holding History

Fortitude Advisory Group’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 Q3	$165K	Hold	16,066	–	–	0.06%	229
2026 Q2	$181K	Hold	16,066	–	–	0.07%	222
2026 Q1	$177K	Hold	16,066	–	–	0.08%	205
2025 Q4	$186K	Hold	16,066	–	–	0.08%	198
2025 Q3	$202K	Buy	16,066 +3,565	+29%	+$44.9K	0.11%	193
2025 Q2	$157K	Hold	12,501	–	–	0.09%	202
2025 Q1	$143K	Buy	+12,501	New	+$159K	0.1%	185

Other funds holding KIO

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Fortitude Advisory Group's KIO Position: Q3 2026 in Review

Fortitude Advisory Group held its KKR Income Opportunities Fund (KIO) position steady in Q3 2026 at 16,066 shares worth $165K. The position accounts for 0.06% of the portfolio, ranked #229.

Fortitude Advisory Group first reported a position in KIO in Q1 2025 and has held it in 7 quarters since. The position peaked at $202K in Q3 2025. 22 funds tracked by Wall St. Rank hold KIO as of Q3 2026.

Fortitude Advisory Group held 16,066 shares of KKR Income Opportunities Fund worth $165K as of Q3 2026.
Fortitude Advisory Group left its KKR Income Opportunities Fund share count unchanged in Q3 2026.
KKR Income Opportunities Fund made up 0.06% of Fortitude Advisory Group's portfolio in Q3 2026, its #229 holding.
Fortitude Advisory Group first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 7 quarters since.
Fortitude Advisory Group's KKR Income Opportunities Fund position peaked at $202K in Q3 2025.
22 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.