BI
KIO

Bramshill Investments’s KKR Income Opportunities Fund KIO Stock Holding History

Bramshill Investments’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 		$519K Sell
47,137
-299
-0.6% -$3.41K 0.04% 130
2025
Q4 		$550K Buy
47,436
+310
+0.7% +$3.67K 0.03% 122
2025
Q3 		$594K Sell
47,126
-1,118
-2% -$14.1K 0.04% 122
2025
Q2 		$606K Sell
48,244
-752
-2% -$9K 0.06% 118
2025
Q1 		$602K Buy
48,996
+67
+0.1% +$852 0.06% 108
2024
Q4 		$655K Sell
48,929
-587
-1% -$8.1K 0.1% 97
2024
Q3 		$731K Sell
49,516
-6,335
-11% -$90.4K 0.08% 87
2024
Q2 		$765K Buy
55,851
+13,022
+30% +$175K 0.08% 82
2024
Q1 		$580K Buy
+42,829
New +$557K 0.07% 83

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