FFWM
KIO

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

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GC
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Wells Fargo
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Janney Montgomery Scott
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Bank of America
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SFS
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Balyasny Asset Management
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return