HWAM
KIO

Hennion & Walsh Asset Management’s KKR Income Opportunities Fund KIO Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$158K Sell
13,992
-13,848
-50% -$155K ﹤0.01% 939
2026
Q1 		$306K Sell
27,840
-1,452
-5% -$16.6K 0.01% 828
2025
Q4 		$339K Sell
29,292
-486
-2% -$5.75K 0.01% 800
2025
Q3 		$375K Buy
29,778
+5,784
+24% +$72.9K 0.01% 785
2025
Q2 		$301K Buy
23,994
+8,462
+54% +$101K 0.01% 813
2025
Q1 		$191K Buy
15,532
+46
+0.3% +$585 0.01% 838
2024
Q4 		$207K Sell
15,486
-318
-2% -$4.39K 0.01% 823
2024
Q3 		$233K Buy
15,804
+5,174
+49% +$73.8K 0.01% 803
2024
Q2 		$146K Buy
+10,630
New +$143K 0.01% 825
2023
Q4 		– Sell
-20,150
Closed -$241K – 841
2023
Q3 		$241K Sell
20,150
-15,562
-44% -$186K 0.02% 702
2023
Q2 		$415K Sell
35,712
-26,637
-43% -$298K 0.02% 568
2023
Q1 		$685K Sell
62,349
-3,298
-5% -$37.2K 0.04% 437
2022
Q4 		$723K Sell
65,647
-1,026
-2% -$11.5K 0.04% 405
2022
Q3 		$763K Sell
66,673
-798
-1% -$9.7K 0.05% 391
2022
Q2 		$785K Sell
67,471
-336
-0.5% -$4.38K 0.05% 376
2022
Q1 		$978K Buy
67,807
+8,193
+14% +$125K 0.05% 348
2021
Q4 		$1.01M Buy
59,614
+17,485
+42% +$287K 0.05% 350
2021
Q3 		$690K Buy
42,129
+16,194
+62% +$266K 0.04% 439
2021
Q2 		$433K Buy
+25,935
New +$419K 0.02% 551

Other funds holding KIO

SFS
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SWP
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Wealth Enhancement Advisory Services
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SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return