Wealth Enhancement Advisory Services
KIO icon

Wealth Enhancement Advisory Services’s KKR Income Opportunities Fund KIO Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$230K Buy
22,542
+2,502
+12% +$27.5K ﹤0.01% 3617
2026
Q2 		$227K Sell
20,040
-813
-4% -$9.11K ﹤0.01% 3471
2026
Q1 		$226K Sell
20,853
-22,095
-51% -$252K ﹤0.01% 3043
2025
Q4 		$500K Sell
42,948
-553
-1% -$6.55K ﹤0.01% 2484
2025
Q3 		$539K Buy
43,501
+33
+0.1% +$416 ﹤0.01% 2309
2025
Q2 		$546K Buy
43,468
+33
+0.1% +$395 ﹤0.01% 2161
2025
Q1 		$534K Buy
43,435
+13,992
+48% +$178K ﹤0.01% 2017
2024
Q4 		$394K Buy
+29,443
New +$406K ﹤0.01% 2166

Other funds holding KIO

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's KIO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its KKR Income Opportunities Fund (KIO) stake by 12% in Q3 2026, buying an estimated $27.5K and bringing the position to 22,542 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #3617.

Wealth Enhancement Advisory Services first reported a position in KIO in Q4 2024 and has held it in 8 quarters since. The position peaked at $546K in Q2 2025. 8 funds tracked by Wall St. Rank hold KIO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 22,542 shares of KKR Income Opportunities Fund worth $230K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,502 KKR Income Opportunities Fund shares in Q3 2026, an estimated $27.5K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3617 holding.
  • Wealth Enhancement Advisory Services first reported a position in KKR Income Opportunities Fund in Q4 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's KKR Income Opportunities Fund position peaked at $546K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.