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Advisory Solutions Group’s KKR Income Opportunities Fund KIO Stock Holding History

Advisory Solutions Group’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
Q3 		$196K Buy
+19,022
New +$209K 0.04% 273

Other funds holding KIO

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Advisory Solutions Group's KIO Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in KKR Income Opportunities Fund (KIO) in Q3 2026: 19,022 shares worth $196K. The stake represents 0.04% of the portfolio and ranks #273 among its holdings.

8 funds tracked by Wall St. Rank hold KIO as of Q3 2026.

  • Advisory Solutions Group held 19,022 shares of KKR Income Opportunities Fund worth $196K as of Q3 2026.
  • KKR Income Opportunities Fund was a new Advisory Solutions Group position in Q3 2026.
  • KKR Income Opportunities Fund made up 0.04% of Advisory Solutions Group's portfolio in Q3 2026, its #273 holding.
  • 8 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.