ACP
KIO

Aviance Capital Partners’s KKR Income Opportunities Fund KIO Stock Holding History

Aviance Capital 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 		$462K Buy
41,051
+1,065
+3% +$11.9K 0.05% 268
2026
Q1 		$440K Buy
39,986
+487
+1% +$5.55K 0.05% 259
2025
Q4 		$458K Buy
39,499
+1,660
+4% +$19.7K 0.05% 252
2025
Q3 		$477K Buy
37,839
+2,116
+6% +$26.7K 0.06% 239
2025
Q2 		$449K Buy
35,723
+5,604
+19% +$67.1K 0.06% 239
2025
Q1 		$370K Buy
+30,119
New +$383K 0.05% 250

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

Aviance Capital Partners's KIO Position: Q2 2026 in Review

Aviance Capital Partners increased its KKR Income Opportunities Fund (KIO) stake by 2.7% in Q2 2026, buying an estimated $11.9K and bringing the position to 41,051 shares worth $462K. The position accounts for 0.05% of the portfolio, ranked #268.

Aviance Capital Partners first reported a position in KIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $477K in Q3 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Aviance Capital Partners held 41,051 shares of KKR Income Opportunities Fund worth $462K as of Q2 2026.
  • Aviance Capital Partners bought 1,065 KKR Income Opportunities Fund shares in Q2 2026, an estimated $11.9K.
  • KKR Income Opportunities Fund made up 0.05% of Aviance Capital Partners's portfolio in Q2 2026, its #268 holding.
  • Aviance Capital Partners first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • Aviance Capital Partners's KKR Income Opportunities Fund position peaked at $477K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.