Cetera Investment Advisers
KIO

Cetera Investment Advisers’s KKR Income Opportunities Fund KIO Stock Holding History

Cetera Investment Advisers’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 		$1.14M Buy
100,812
+4,407
+5% +$49.4K ﹤0.01% 2937
2026
Q1 		$1.06M Buy
96,405
+4,565
+5% +$52.1K ﹤0.01% 2841
2025
Q4 		$1.06M Buy
91,840
+13,567
+17% +$161K ﹤0.01% 2768
2025
Q3 		$986K Buy
78,273
+26,825
+52% +$338K ﹤0.01% 2775
2025
Q2 		$646K Buy
51,448
+6,925
+16% +$82.9K ﹤0.01% 2760
2025
Q1 		$547K Buy
44,523
+15,210
+52% +$193K ﹤0.01% 2767
2024
Q4 		$392K Buy
29,313
+12,692
+76% +$175K ﹤0.01% 2890
2024
Q3 		$245K Sell
16,621
-30,622
-65% -$437K ﹤0.01% 3237
2024
Q2 		$647K Sell
47,243
-18,911
-29% -$254K ﹤0.01% 2400
2024
Q1 		$896K Buy
66,154
+20,062
+44% +$261K ﹤0.01% 2163
2023
Q4 		$579K Buy
46,092
+5,000
+12% +$59.5K ﹤0.01% 1411
2023
Q3 		$491K Sell
41,092
-3,480
-8% -$41.6K ﹤0.01% 1427
2023
Q2 		$517K Buy
44,572
+4,183
+10% +$46.8K ﹤0.01% 1432
2023
Q1 		$443K Buy
40,389
+5,111
+14% +$57.7K ﹤0.01% 1496
2022
Q4 		$388K Buy
35,278
+3,605
+11% +$40.4K ﹤0.01% 1519
2022
Q3 		$362K Buy
31,673
+8,993
+40% +$109K 0.01% 1157
2022
Q2 		$264K Hold
22,680
– – ﹤0.01% 1508
2022
Q1 		$327K Sell
22,680
-5,279
-19% -$80.8K ﹤0.01% 1419
2021
Q4 		$473K Sell
27,959
-2,860
-9% -$47K 0.01% 1214
2021
Q3 		$505K Sell
30,819
-8,718
-22% -$143K 0.01% 1137
2021
Q2 		$659K Sell
39,537
-18,900
-32% -$305K 0.01% 966
2021
Q1 		$924K Sell
58,437
-4,600
-7% -$69.8K 0.02% 701
2020
Q4 		$910K Buy
+63,037
New +$878K 0.02% 696

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

Cetera Investment Advisers's KIO Position: Q2 2026 in Review

Cetera Investment Advisers increased its KKR Income Opportunities Fund (KIO) stake by 4.6% in Q2 2026, buying an estimated $49.4K and bringing the position to 100,812 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2937.

Cetera Investment Advisers first reported a position in KIO in Q4 2020 and has held it in 23 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Cetera Investment Advisers held 100,812 shares of KKR Income Opportunities Fund worth $1.14M as of Q2 2026.
  • Cetera Investment Advisers bought 4,407 KKR Income Opportunities Fund shares in Q2 2026, an estimated $49.4K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2937 holding.
  • Cetera Investment Advisers first reported a position in KKR Income Opportunities Fund in Q4 2020 and has held it in 23 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.