Wealth Enhancement Advisory Services

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

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Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return