BTI
KIO

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
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

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

Blue Trust Inc's KIO Position: Q2 2026 in Review

Blue Trust Inc sold out of KKR Income Opportunities Fund (KIO) in Q2 2026, closing a stake of 6,285 shares — an estimated $69.1K sold.

Blue Trust Inc first reported a position in KIO in Q2 2025 and held it in 4 quarters. The position peaked at $73.5K in Q4 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Blue Trust Inc reported no remaining KKR Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 6,285 KKR Income Opportunities Fund shares in Q2 2026, an estimated $69.1K.
  • Blue Trust Inc first reported a position in KKR Income Opportunities Fund in Q2 2025 and held it in 4 quarters.
  • Blue Trust Inc's KKR Income Opportunities Fund position peaked at $73.5K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.