Blue Trust Inc’s KKR Income Opportunities Fund KIO Stock Holding History

Blue Trust Inc’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 Q3	$217K	Buy	+21,094	New	+$232K	﹤0.01%	726
2026 Q2	–	Sell	-6,285	Closed	-$69.1K	–	2564
2026 Q1	$69.1K	Sell	6,285 -60	-0.9%	-$684	﹤0.01%	1189
2025 Q4	$73.5K	Buy	6,345 +6,285	+10,475%	+$74.4K	﹤0.01%	1201
2025 Q3	$756	Sell	60 -1,440	-96%	-$18.1K	﹤0.01%	2370
2025 Q2	$18.8K	Buy	+1,500	New	+$18K	﹤0.01%	1692

Other funds holding KIO

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Blue Trust Inc's KIO Position: Q3 2026 in Review

Blue Trust Inc opened a new position in KKR Income Opportunities Fund (KIO) in Q3 2026: 21,094 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in KIO as recently as Q1 2026.

Blue Trust Inc first reported a position in KIO in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold KIO as of Q3 2026.

Blue Trust Inc held 21,094 shares of KKR Income Opportunities Fund worth $217K as of Q3 2026.
KKR Income Opportunities Fund was a new Blue Trust Inc position in Q3 2026.
KKR Income Opportunities Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #726 holding.
Blue Trust Inc first reported a position in KKR Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
19 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.