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Kkr Income Opportunities shares owned by Creative Planning

Quarter-by-quarter ownership of Kkr Income Opportunities (KIO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Kkr Income Opportunities

Tip: Access up to 7 years of quarterly data

All positions including Kkr Income Opportunities held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kkr Income Opportunities by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $153k 12k 12.60
2025-06-30 $149k 12k 12.56
2025-03-31 $142k 12k 12.29
2024-12-31 $139k 10k 13.38
2024-09-30 $182k 12k 14.76
2016-09-30 $0 10 0.00

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Ishares Core Msci Emkt (IEMG)
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Kkr Income Opportunities

Morgan Stanley
Penserra Capital Management
Sit Investment Associates
Guggenheim Capital, LLC Managers
UBS Group
Wells Fargo & Company
Royal Bank of Canada
Janney Montgomery Scott
Polar Securities
Karpus Investment Management
Advisors Asset Management
Capital Investment Advisors
LPL Financial
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Kkr Income Opportunities