Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
KIO holding history
KKR Income Opportunities Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
KIO overviewAll 13F holders of KIOFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,306
- Value
- $127.3K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,306 | $127.3K | <0.1% | +11,306 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −12,155−100.0% | Sold out | Holders |
| Q3 2025 | 12,155 | $153.2K | <0.1% | +294+2.5% | Added | Holders |
| Q2 2025 | 11,861 | $149.0K | <0.1% | +296+2.6% | Added | Holders |
| Q1 2025 | 11,565 | $142.1K | <0.1% | +1,196+11.5% | Added | Holders |
| Q4 2024 | 10,369 | $138.7K | <0.1% | −1,957−15.9% | Reduced | Holders |
| Q3 2024 | 12,326 | $181.9K | <0.1% | +12,326 | New | Holders |