Arax Advisory Partners’s KKR Income Opportunities Fund KIO Stock Holding History

Arax Advisory Partners’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	$454K	Buy	40,333 +35,333	+707%	+$396K	﹤0.01%	1699
2026 Q1	$55K	Sell	5,000 -32,477	-87%	-$370K	﹤0.01%	1656
2025 Q4	$434K	Sell	37,477 -2,068	-5%	-$24.5K	0.01%	658
2025 Q3	$498K	Buy	39,545 +38,945	+6,491%	+$491K	0.01%	902
2025 Q2	$7.54K	Buy	+600	New	+$7.18K	﹤0.01%	2091

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

Arax Advisory Partners's KIO Position: Q2 2026 in Review

Arax Advisory Partners increased its KKR Income Opportunities Fund (KIO) stake by 707% in Q2 2026, buying an estimated $396K and bringing the position to 40,333 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Arax Advisory Partners first reported a position in KIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $498K in Q3 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Arax Advisory Partners held 40,333 shares of KKR Income Opportunities Fund worth $454K as of Q2 2026.
Arax Advisory Partners bought 35,333 KKR Income Opportunities Fund shares in Q2 2026, an estimated $396K.
KKR Income Opportunities Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1699 holding.
Arax Advisory Partners first reported a position in KKR Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Arax Advisory Partners's KKR Income Opportunities Fund position peaked at $498K in Q3 2025.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.