J.W. Cole Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
87,051
+8,123
+10% +$102K 0.02% 636
2025
Q1
$970K Buy
78,928
+18,169
+30% +$223K 0.03% 551
2024
Q4
$813K Buy
60,759
+18,504
+44% +$248K 0.03% 476
2024
Q3
$624K Buy
+42,255
New +$624K 0.03% 524