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
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 $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aviance Capital Partners's KIO Position: Q1 2026 in Review

Aviance Capital Partners increased its KKR Income Opportunities Fund (KIO) stake by 1.2% in Q1 2026, buying an estimated $5.55K and bringing the position to 39,986 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #259.

Aviance Capital Partners first reported a position in KIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $477K in Q3 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • Aviance Capital Partners held 39,986 shares of KKR Income Opportunities Fund worth $440K as of Q1 2026.
  • Aviance Capital Partners bought 487 KKR Income Opportunities Fund shares in Q1 2026, an estimated $5.55K.
  • KKR Income Opportunities Fund made up 0.05% of Aviance Capital Partners's portfolio in Q1 2026, its #259 holding.
  • Aviance Capital Partners first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
  • Aviance Capital Partners's KKR Income Opportunities Fund position peaked at $477K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.