Future Financial Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Future Financial Wealth Management’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	-750	Closed	-$9.45K	–	280
2025 Q3	$9.45K	Hold	750	–	–	0.01%	384
2025 Q2	$9.42K	Hold	750	–	–	0.01%	374
2025 Q1	$9.22K	Hold	750	–	–	0.01%	372
2024 Q4	$10K	Sell	750 -700	-48%	-$9.66K	0.01%	368
2024 Q3	$21.4K	Buy	+1,450	New	+$20.7K	0.02%	324
2024 Q2	–	Sell	-1,700	Closed	-$23K	–	289
2024 Q1	$23K	Buy	+1,700	New	+$22.1K	0.02%	330
2022 Q2	–	Sell	-7,500	Closed	-$108K	–	305
2022 Q1	$108K	Hold	7,500	–	–	0.09%	170
2021 Q4	$125K	Buy	+7,500	New	+$123K	0.1%	169

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

SFS

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Future Financial Wealth Management's KIO Position: Q4 2025 in Review

Future Financial Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q4 2025, closing a stake of 750 shares — an estimated $9.45K sold.

Future Financial Wealth Management first reported a position in KIO in Q4 2021 and held it in 8 quarters. The position peaked at $125K in Q4 2021. 95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

Future Financial Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 750 KKR Income Opportunities Fund shares in Q4 2025, an estimated $9.45K.
Future Financial Wealth Management first reported a position in KKR Income Opportunities Fund in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's KKR Income Opportunities Fund position peaked at $125K in Q4 2021.
95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.