AWM
KIO

Apollon Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Apollon Wealth Management’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 		$221K Hold
19,629
– – ﹤0.01% 1439
2026
Q1 		$216K Hold
19,629
– – ﹤0.01% 1282
2025
Q4 		$227K Buy
19,629
+2,274
+13% +$26.9K ﹤0.01% 1183
2025
Q3 		$219K Buy
17,355
+489
+3% +$6.16K ﹤0.01% 1188
2025
Q2 		$212K Buy
16,866
+825
+5% +$9.87K ﹤0.01% 1153
2025
Q1 		$197K Hold
16,041
– – ﹤0.01% 1106
2024
Q4 		$215K Buy
+16,041
New +$221K ﹤0.01% 1074

Other funds holding KIO

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Apollon Wealth Management's KIO Position: Q2 2026 in Review

Apollon Wealth Management held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 19,629 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Apollon Wealth Management first reported a position in KIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $227K in Q4 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Apollon Wealth Management held 19,629 shares of KKR Income Opportunities Fund worth $221K as of Q2 2026.
  • Apollon Wealth Management left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1439 holding.
  • Apollon Wealth Management first reported a position in KKR Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • Apollon Wealth Management's KKR Income Opportunities Fund position peaked at $227K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.