B. Riley Wealth Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

B. Riley Wealth Advisors’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	$115K	Buy	10,148 +58	+0.6%	+$650	0.01%	826
2026 Q1	$108K	Sell	10,090 -486	-5%	-$5.54K	0.01%	780
2025 Q4	$123K	Buy	+10,576	New	+$125K	0.01%	919
2015 Q1	–	Sell	-1,350	Closed	-$22K	–	1324
2014 Q4	$22K	Buy	+1,350	New	+$23K	﹤0.01%	2500
2014 Q3	–	Sell	-1,350	Closed	-$25.2K	–	1315
2014 Q2	$25.2K	Buy	+1,350	New	+$24.4K	0.01%	1360

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

B. Riley Wealth Advisors's KIO Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its KKR Income Opportunities Fund (KIO) stake by 0.57% in Q2 2026, buying an estimated $650 and bringing the position to 10,148 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #826.

B. Riley Wealth Advisors first reported a position in KIO in Q2 2014 and has held it in 5 quarters since. The position peaked at $123K in Q4 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

B. Riley Wealth Advisors held 10,148 shares of KKR Income Opportunities Fund worth $115K as of Q2 2026.
B. Riley Wealth Advisors bought 58 KKR Income Opportunities Fund shares in Q2 2026, an estimated $650.
KKR Income Opportunities Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #826 holding.
B. Riley Wealth Advisors first reported a position in KKR Income Opportunities Fund in Q2 2014 and has held it in 5 quarters since.
B. Riley Wealth Advisors's KKR Income Opportunities Fund position peaked at $123K in Q4 2025.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.