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Kkr Income Opportunities shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Kkr Income Opportunities (KIO) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Kkr Income Opportunities

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Kkr Income Opportunities by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $329k 29k 11.26
2026-03-31 $282k 26k 11.00

More positions owned by Total Wealth Planning & Management

Micron Technology (MU)
Apple (AAPL)
Microsoft Corporation Put Option (MSFT)
Amazon (AMZN)
Abbvie (ABBV)
Cheniere Energy Com New (LNG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
FactSet Research Systems (FDS)
Kulicke and Soffa Industries (KLIC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Home Depot (HD)
Verizon Communications Put Option (VZ)

View all positions for Total Wealth Planning & Management

Top funds holding Kkr Income Opportunities

Morgan Stanley
Penserra Capital Management
Guggenheim Capital, LLC Managers
UBS Group
Wells Fargo & Company
Janney Montgomery Scott
Bank of America Corporation
LPL Financial
Kovack Advisors
Rareview Capital
Shaker Financial Services
Karpus Investment Management
Significant Wealth Partners
Capital Investment Advisors
Invesco

View all funds holding Kkr Income Opportunities