Carson Wealth (CWM LLC)’s KKR Income Opportunities Fund KIO Stock Holding History

Carson Wealth (CWM LLC)’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	$7.48K	Buy	680 +7	+1%	+$80	﹤0.01%	4895
2025 Q4	$8K	Buy	673 +303	+82%	+$3.59K	﹤0.01%	4645
2025 Q3	$5K	Buy	370 +324	+704%	+$4.08K	﹤0.01%	4736
2025 Q2	$1K	Hold	46	–	–	﹤0.01%	5026
2025 Q1	$1K	Hold	46	–	–	﹤0.01%	4928
2024 Q4	$1K	Hold	46	–	–	﹤0.01%	4734
2024 Q3	$1K	Buy	+46	New	+$656	﹤0.01%	4613
2023 Q3	–	Sell	-86	Closed	-$1K	–	4351
2023 Q2	$1K	Buy	+86	New	+$961	﹤0.01%	3985
2019 Q1	–	Sell	-19,744	Closed	-$281K	–	3126
2018 Q4	$281K	Buy	+19,744	New	+$305K	0.01%	534

Other funds holding KIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $1.37T 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KIO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its KKR Income Opportunities Fund (KIO) stake by 1% in Q1 2026, buying an estimated $80 and bringing the position to 680 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4895.

Carson Wealth (CWM LLC) first reported a position in KIO in Q4 2018 and has held it in 9 quarters since. The position peaked at $281K in Q4 2018. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

Carson Wealth (CWM LLC) held 680 shares of KKR Income Opportunities Fund worth $7.48K as of Q1 2026.
Carson Wealth (CWM LLC) bought 7 KKR Income Opportunities Fund shares in Q1 2026, an estimated $80.
KKR Income Opportunities Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4895 holding.
Carson Wealth (CWM LLC) first reported a position in KKR Income Opportunities Fund in Q4 2018 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s KKR Income Opportunities Fund position peaked at $281K in Q4 2018.
94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.