Kovack 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 | $1.4M | Buy |
111,315
+12,650
| +13% | +$159K | 0.14% | 147 |
|
|
2025
Q1 | $1.21M | Buy |
98,665
+54,620
| +124% | +$671K | 0.13% | 150 |
|
|
2024
Q4 | $589K | Sell |
44,045
-2,700
| -6% | -$36.1K | 0.06% | 274 |
|
|
2024
Q3 | $690K | Sell |
46,745
-12,000
| -20% | -$177K | 0.07% | 233 |
|
|
2024
Q2 | $805K | Sell |
58,745
-9,200
| -14% | -$126K | 0.09% | 200 |
|
|
2024
Q1 | $920K | Sell |
67,945
-2,758
| -4% | -$37.3K | 0.11% | 151 |
|
|
2023
Q4 | $889K | Buy |
70,703
+26,868
| +61% | +$338K | 0.11% | 183 |
|
|
2023
Q3 | $524K | Buy |
43,835
+32,295
| +280% | +$386K | 0.07% | 249 |
|
|
2023
Q2 | $134K | Sell |
11,540
-411
| -3% | -$4.77K | 0.02% | 543 |
|
|
2023
Q1 | $131K | Buy |
+11,951
| New | +$131K | 0.02% | 547 |
|