Ameritas Advisory Services’s KKR Income Opportunities Fund KIO Stock Holding History

Ameritas Advisory Services’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 Q2	$4.18K	Buy	+371	New	+$4.16K	﹤0.01%	1595
2025 Q3	–	Sell	-372	Closed	-$4.67K	–	2564
2025 Q2	$4.67K	Buy	+372	New	+$4.45K	﹤0.01%	2252
2023 Q2	–	Sell	-771	Closed	-$8.59K	–	1642
2023 Q1	$8.59K	Buy	+771	New	+$8.7K	﹤0.01%	1947

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

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameritas Advisory Services's KIO Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in KKR Income Opportunities Fund (KIO) in Q2 2026: 371 shares worth $4.18K. The stake represents ﹤0.01% of the portfolio and ranks #1595 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in KIO as recently as Q2 2025.

Ameritas Advisory Services first reported a position in KIO in Q1 2023 and has held it in 3 quarters since. The position peaked at $8.59K in Q1 2023. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Ameritas Advisory Services held 371 shares of KKR Income Opportunities Fund worth $4.18K as of Q2 2026.
KKR Income Opportunities Fund was a new Ameritas Advisory Services position in Q2 2026.
KKR Income Opportunities Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1595 holding.
Ameritas Advisory Services first reported a position in KKR Income Opportunities Fund in Q1 2023 and has held it in 3 quarters since.
Ameritas Advisory Services's KKR Income Opportunities Fund position peaked at $8.59K in Q1 2023.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.