AWS
KIO

Atria Wealth Solutions’s KKR Income Opportunities Fund KIO Stock Holding History

Atria Wealth Solutions’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
Q2 		$165K Sell
13,175
-2,144
-14% -$25.7K ﹤0.01% 1406
2025
Q1 		$188K Buy
15,319
+1,965
+15% +$25K ﹤0.01% 1732
2024
Q4 		$179K Buy
13,354
+119
+0.9% +$1.64K ﹤0.01% 1853
2024
Q3 		$195K Buy
13,235
+558
+4% +$7.96K ﹤0.01% 1800
2024
Q2 		$174K Buy
+12,677
New +$170K ﹤0.01% 1805

Other funds holding KIO

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Atria Wealth Solutions's KIO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its KKR Income Opportunities Fund (KIO) stake by 14% in Q2 2025, selling an estimated $25.7K and leaving 13,175 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Atria Wealth Solutions first reported a position in KIO in Q2 2024 and has held it in 5 quarters since. The position peaked at $195K in Q3 2024. 95 funds tracked by Wall St. Rank hold KIO as of Q2 2025.

  • Atria Wealth Solutions held 13,175 shares of KKR Income Opportunities Fund worth $165K as of Q2 2025.
  • Atria Wealth Solutions sold 2,144 KKR Income Opportunities Fund shares in Q2 2025, an estimated $25.7K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1406 holding.
  • Atria Wealth Solutions first reported a position in KKR Income Opportunities Fund in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's KKR Income Opportunities Fund position peaked at $195K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.