Stratos Wealth Partners’s KKR Income Opportunities Fund KIO Stock Holding History

Stratos Wealth Partners’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 Q1	–	Sell	-13,000	Closed	-$174K	–	1448
2024 Q4	$174K	Hold	13,000	–	–	﹤0.01%	1370
2024 Q3	$192K	Buy	+13,000	New	+$185K	﹤0.01%	1351
2022 Q3	–	Sell	-20,462	Closed	-$238K	–	1193
2022 Q2	$238K	Hold	20,462	–	–	0.01%	1028
2022 Q1	$295K	Hold	20,462	–	–	0.01%	995
2021 Q4	$346K	Hold	20,462	–	–	0.01%	953
2021 Q3	$335K	Hold	20,462	–	–	0.01%	912
2021 Q2	$341K	Hold	20,462	–	–	0.01%	920
2021 Q1	$324K	Hold	20,462	–	–	0.01%	860
2020 Q4	$295K	Buy	20,462 +10,462	+105%	+$146K	0.01%	855
2020 Q3	$135K	Hold	10,000	–	–	﹤0.01%	952
2020 Q2	$123K	Hold	10,000	–	–	﹤0.01%	941
2020 Q1	$107K	Hold	10,000	–	–	﹤0.01%	857
2019 Q4	$158K	Hold	10,000	–	–	0.01%	929
2019 Q3	$156K	Hold	10,000	–	–	0.01%	899
2019 Q2	$157K	Buy	+10,000	New	+$158K	0.01%	898

Other funds holding KIO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Stratos Wealth Partners's KIO Position: Q1 2025 in Review

Stratos Wealth Partners sold out of KKR Income Opportunities Fund (KIO) in Q1 2025, closing a stake of 13,000 shares — an estimated $174K sold.

Stratos Wealth Partners first reported a position in KIO in Q2 2019 and held it in 15 quarters. The position peaked at $346K in Q4 2021. 83 funds tracked by Wall St. Rank hold KIO as of Q1 2025.

Stratos Wealth Partners reported no remaining KKR Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Partners sold 13,000 KKR Income Opportunities Fund shares in Q1 2025, an estimated $174K.
Stratos Wealth Partners first reported a position in KKR Income Opportunities Fund in Q2 2019 and held it in 15 quarters.
Stratos Wealth Partners's KKR Income Opportunities Fund position peaked at $346K in Q4 2021.
83 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.