Plotkin Financial Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Plotkin Financial Advisors’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	$146K	Hold	12,938	–	–	0.06%	110
2026 Q1	$142K	Buy	+12,938	New	+$148K	0.07%	100
2025 Q4	–	Sell	-12,938	Closed	-$163K	–	103
2025 Q3	$163K	Hold	12,938	–	–	0.08%	104
2025 Q2	$163K	Hold	12,938	–	–	0.09%	93
2025 Q1	$159K	Hold	12,938	–	–	0.1%	91
2024 Q4	$173K	Hold	12,938	–	–	0.1%	90
2024 Q3	$191K	Hold	12,938	–	–	0.11%	89
2024 Q2	$177K	Hold	12,938	–	–	0.11%	85
2024 Q1	$175K	Hold	12,938	–	–	0.12%	90
2023 Q4	$163K	Hold	12,938	–	–	0.12%	81
2023 Q3	$155K	Hold	12,938	–	–	0.14%	74
2023 Q2	$150K	Hold	12,938	–	–	0.12%	79
2023 Q1	$142K	Buy	+12,938	New	+$146K	0.13%	72
2022 Q4	–	Sell	-12,373	Closed	-$142K	–	71
2022 Q3	$142K	Buy	+12,373	New	+$150K	0.14%	65

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

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Plotkin Financial Advisors's KIO Position: Q2 2026 in Review

Plotkin Financial Advisors held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 12,938 shares worth $146K. The position accounts for 0.06% of the portfolio, ranked #110.

Plotkin Financial Advisors first reported a position in KIO in Q3 2022 and has held it in 14 quarters since. The position peaked at $191K in Q3 2024. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Plotkin Financial Advisors held 12,938 shares of KKR Income Opportunities Fund worth $146K as of Q2 2026.
Plotkin Financial Advisors left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
KKR Income Opportunities Fund made up 0.06% of Plotkin Financial Advisors's portfolio in Q2 2026, its #110 holding.
Plotkin Financial Advisors first reported a position in KKR Income Opportunities Fund in Q3 2022 and has held it in 14 quarters since.
Plotkin Financial Advisors's KKR Income Opportunities Fund position peaked at $191K in Q3 2024.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.