1776 Wealth’s KKR Income Opportunities Fund KIO Stock Holding History

1776 Wealth’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
2025 Q4	–	Sell	-11,944	Closed	-$150K	–	144
2025 Q3	$150K	Sell	11,944 -1,200	-9%	-$15.1K	0.06%	140
2025 Q2	$165K	Hold	13,144	–	–	0.07%	142
2025 Q1	$162K	Hold	13,144	–	–	0.07%	135
2024 Q4	$176K	Hold	13,144	–	–	0.08%	136
2024 Q3	$194K	Hold	13,144	–	–	0.09%	140
2024 Q2	$180K	Hold	13,144	–	–	0.08%	142
2024 Q1	$178K	Hold	13,144	–	–	0.08%	131
2023 Q4	$165K	Buy	+13,144	New	+$156K	0.08%	129
2023 Q3	–	Sell	-13,144	Closed	-$153K	–	139
2023 Q2	$153K	Hold	13,144	–	–	0.08%	129
2023 Q1	$144K	Hold	13,144	–	–	0.09%	116
2022 Q4	$145K	Hold	13,144	–	–	0.1%	118
2022 Q3	$150K	Hold	13,144	–	–	0.11%	106
2022 Q2	$1.15M	Hold	13,144	–	–	0.81%	25
2022 Q1	$190K	Hold	13,144	–	–	0.11%	126
2021 Q4	$222K	Sell	13,144 -9,416	-42%	-$155K	0.12%	119
2021 Q3	$370K	Sell	22,560 -14,747	-40%	-$242K	0.21%	76
2021 Q2	$622K	Hold	37,307	–	–	0.35%	48
2021 Q1	$590K	Sell	37,307 -3,954	-10%	-$60K	0.37%	46
2020 Q4	$595K	Buy	41,261 +474	+1%	+$6.6K	0.37%	48
2020 Q3	$551K	Buy	40,787 +1,501	+4%	+$19.9K	0.4%	40
2020 Q2	$484K	Buy	39,286 +1,515	+4%	+$17.3K	0.33%	46
2020 Q1	$402K	Buy	37,771 +15,883	+73%	+$231K	0.34%	45
2019 Q4	$345K	Buy	+21,888	New	+$337K	0.29%	62

Other funds holding KIO

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1776 Wealth's KIO Position: Q4 2025 in Review

1776 Wealth sold out of KKR Income Opportunities Fund (KIO) in Q4 2025, closing a stake of 11,944 shares — an estimated $150K sold.

1776 Wealth first reported a position in KIO in Q4 2019 and held it in 23 quarters. The position peaked at $1.15M in Q2 2022. 95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

1776 Wealth reported no remaining KKR Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
1776 Wealth sold 11,944 KKR Income Opportunities Fund shares in Q4 2025, an estimated $150K.
1776 Wealth first reported a position in KKR Income Opportunities Fund in Q4 2019 and held it in 23 quarters.
1776 Wealth's KKR Income Opportunities Fund position peaked at $1.15M in Q2 2022.
95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on 1776 Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.