Wealth Enhancement Advisory Services
KIO

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
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

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's KIO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its KKR Income Opportunities Fund (KIO) stake by 3.9% in Q2 2026, selling an estimated $9.11K and leaving 20,040 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Wealth Enhancement Advisory Services first reported a position in KIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $546K in Q2 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,040 shares of KKR Income Opportunities Fund worth $227K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 813 KKR Income Opportunities Fund shares in Q2 2026, an estimated $9.11K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3471 holding.
  • Wealth Enhancement Advisory Services first reported a position in KKR Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's KKR Income Opportunities Fund position peaked at $546K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.