Cambridge Investment Research Advisors
KIO

Cambridge Investment Research Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Cambridge Investment Research 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 		$1.29M Buy
114,389
+3,186
+3% +$35.7K ﹤0.01% 2066
2026
Q1 		$1.22M Sell
111,203
-667
-0.6% -$7.61K ﹤0.01% 1988
2025
Q4 		$1.3M Sell
111,870
-28,964
-21% -$343K ﹤0.01% 1903
2025
Q3 		$1.77M Buy
140,834
+46,053
+49% +$580K ﹤0.01% 1591
2025
Q2 		$1.19M Sell
94,781
-23,693
-20% -$284K ﹤0.01% 1818
2025
Q1 		$1.46M Buy
118,474
+3,877
+3% +$49.3K ﹤0.01% 1575
2024
Q4 		$1.53M Sell
114,597
-398
-0.3% -$5.49K 0.01% 1550
2024
Q3 		$1.7M Buy
114,995
+2,618
+2% +$37.3K 0.01% 1481
2024
Q2 		$1.54M Buy
112,377
+8,056
+8% +$108K 0.01% 1470
2024
Q1 		$1.41M Buy
104,321
+4,496
+5% +$58.4K 0.01% 1491
2023
Q4 		$1.25M Buy
99,825
+10,533
+12% +$125K 0.01% 1497
2023
Q3 		$1.07M Sell
89,292
-2,653
-3% -$31.7K 0.01% 1530
2023
Q2 		$1.07M Sell
91,945
-1,916
-2% -$21.4K ﹤0.01% 1569
2023
Q1 		$1.03M Sell
93,861
-1,778
-2% -$20.1K 0.01% 1555
2022
Q4 		$1.05M Sell
95,639
-5,385
-5% -$60.3K 0.01% 1482
2022
Q3 		$1.16M Buy
101,024
+815
+0.8% +$9.9K 0.01% 1380
2022
Q2 		$1.17M Buy
100,209
+2,817
+3% +$36.7K 0.01% 1367
2022
Q1 		$1.41M Buy
97,392
+3,234
+3% +$49.5K 0.01% 1355
2021
Q4 		$1.59M Buy
94,158
+6,662
+8% +$109K 0.01% 1282
2021
Q3 		$1.43M Buy
87,496
+21,669
+33% +$356K 0.01% 1280
2021
Q2 		$1.1M Buy
65,827
+12,729
+24% +$206K 0.01% 1467
2021
Q1 		$840K Buy
53,098
+34,410
+184% +$522K ﹤0.01% 1553
2020
Q4 		$270K Buy
18,688
+5,452
+41% +$75.9K ﹤0.01% 2234
2020
Q3 		$179K Sell
13,236
-16,407
-55% -$217K ﹤0.01% 2276
2020
Q2 		$365K Sell
29,643
-25
-0.1% -$285 ﹤0.01% 1736
2020
Q1 		$316K Sell
29,668
-2,995
-9% -$43.6K ﹤0.01% 1649
2019
Q4 		$515K Sell
32,663
-294
-0.9% -$4.53K ﹤0.01% 1559
2019
Q3 		$513K Buy
32,957
+808
+3% +$12.6K ﹤0.01% 1478
2019
Q2 		$506K Buy
32,149
+4,478
+16% +$70.5K ﹤0.01% 1413
2019
Q1 		$428K Sell
27,671
-396
-1% -$6.06K ﹤0.01% 1589
2018
Q4 		$400K Sell
28,067
-6,075
-18% -$93.7K ﹤0.01% 1447
2018
Q3 		$560K Buy
34,142
+445
+1% +$7.44K 0.01% 1373
2018
Q2 		$558K Buy
33,697
+5,074
+18% +$81.9K 0.01% 1339
2018
Q1 		$455K Buy
28,623
+3,181
+13% +$50.4K 0.01% 1406
2017
Q4 		$408K Buy
25,442
+5,390
+27% +$89K ﹤0.01% 1441
2017
Q3 		$359K Sell
20,052
-3,711
-16% -$65.1K ﹤0.01% 1450
2017
Q2 		$416K Buy
23,763
+5,268
+28% +$92K 0.01% 1304
2017
Q1 		$315K Buy
+18,495
New +$308K 0.01% 1345

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

Cambridge Investment Research Advisors's KIO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its KKR Income Opportunities Fund (KIO) stake by 2.9% in Q2 2026, buying an estimated $35.7K and bringing the position to 114,389 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Cambridge Investment Research Advisors first reported a position in KIO in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.77M in Q3 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Cambridge Investment Research Advisors held 114,389 shares of KKR Income Opportunities Fund worth $1.29M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,186 KKR Income Opportunities Fund shares in Q2 2026, an estimated $35.7K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2066 holding.
  • Cambridge Investment Research Advisors first reported a position in KKR Income Opportunities Fund in Q1 2017 and has held it in 38 quarters since.
  • Cambridge Investment Research Advisors's KKR Income Opportunities Fund position peaked at $1.77M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.