Commonwealth Equity Services
KIO

Commonwealth Equity Services’s KKR Income Opportunities Fund KIO Stock Holding History

Commonwealth Equity Services’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
-17,629
Closed -$194K – 4501
2026
Q1 		$194K Sell
17,629
-79
-0.4% -$901 ﹤0.01% 4018
2025
Q4 		$205K Buy
17,708
+187
+1% +$2.21K ﹤0.01% 3968
2025
Q3 		$221K Sell
17,521
-12,421
-41% -$156K ﹤0.01% 3877
2025
Q2 		$376K Buy
29,942
+5,296
+21% +$63.4K ﹤0.01% 3396
2025
Q1 		$303K Buy
24,646
+7,148
+41% +$90.9K ﹤0.01% 3486
2024
Q4 		$234K Buy
17,498
+3,346
+24% +$46.2K ﹤0.01% 3630
2024
Q3 		$209K Sell
14,152
-3,155
-18% -$45K ﹤0.01% 3658
2024
Q2 		$237K Buy
17,307
+1,498
+9% +$20.1K ﹤0.01% 3509
2024
Q1 		$214K Buy
15,809
+1,334
+9% +$17.3K ﹤0.01% 3566
2023
Q4 		$182K Buy
14,475
+1,167
+9% +$13.9K ﹤0.01% 3545
2023
Q3 		$159K Buy
13,308
+3,042
+30% +$36.4K ﹤0.01% 3463
2023
Q2 		$119K Buy
+10,266
New +$115K ﹤0.01% 3543
2022
Q1 		– Sell
-12,843
Closed -$217K – 3758
2021
Q4 		$217K Sell
12,843
-1,636
-11% -$26.9K ﹤0.01% 3235
2021
Q3 		$237K Sell
14,479
-16,973
-54% -$279K ﹤0.01% 3133
2021
Q2 		$524K Buy
31,452
+1,462
+5% +$23.6K ﹤0.01% 2436
2021
Q1 		$474K Sell
29,990
-741
-2% -$11.2K ﹤0.01% 2378
2020
Q4 		$443K Sell
30,731
-18,427
-37% -$257K ﹤0.01% 2234
2020
Q3 		$665K Sell
49,158
-1,851
-4% -$24.5K ﹤0.01% 1765
2020
Q2 		$628K Buy
51,009
+2,132
+4% +$24.3K ﹤0.01% 1727
2020
Q1 		$521K Sell
48,877
-1,648
-3% -$24K ﹤0.01% 1664
2019
Q4 		$797K Sell
50,525
-2,110
-4% -$32.5K ﹤0.01% 1579
2019
Q3 		$819K Buy
52,635
+9,640
+22% +$150K ﹤0.01% 1484
2019
Q2 		$676K Buy
42,995
+5,740
+15% +$90.4K ﹤0.01% 1595
2019
Q1 		$576K Buy
37,255
+1,890
+5% +$28.9K ﹤0.01% 1651
2018
Q4 		$503K Sell
35,365
-14,897
-30% -$230K ﹤0.01% 1644
2018
Q3 		$824K Sell
50,262
-37,076
-42% -$620K ﹤0.01% 1428
2018
Q2 		$1.45M Sell
87,338
-4,384
-5% -$70.7K 0.01% 1078
2018
Q1 		$1.46M Sell
91,722
-6,086
-6% -$96.5K 0.01% 1048
2017
Q4 		$1.57M Buy
97,808
+413
+0.4% +$6.82K 0.01% 973
2017
Q3 		$1.74M Sell
97,395
-17,643
-15% -$309K 0.01% 880
2017
Q2 		$2.01M Sell
115,038
-156
-0.1% -$2.73K 0.01% 780
2017
Q1 		$1.96M Buy
115,194
+42,553
+59% +$708K 0.01% 753
2016
Q4 		$1.16M Buy
72,641
+4,188
+6% +$65.6K 0.01% 954
2016
Q3 		$1.1M Buy
68,453
+19,553
+40% +$308K 0.01% 955
2016
Q2 		$736K Buy
48,900
+24,210
+98% +$358K 0.01% 1133
2016
Q1 		$356K Buy
+24,690
New +$329K ﹤0.01% 1516

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

Commonwealth Equity Services's KIO Position: Q2 2026 in Review

Commonwealth Equity Services sold out of KKR Income Opportunities Fund (KIO) in Q2 2026, closing a stake of 17,629 shares — an estimated $194K sold.

Commonwealth Equity Services first reported a position in KIO in Q1 2016 and held it in 36 quarters. The position peaked at $2.01M in Q2 2017. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Commonwealth Equity Services reported no remaining KKR Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 17,629 KKR Income Opportunities Fund shares in Q2 2026, an estimated $194K.
  • Commonwealth Equity Services first reported a position in KKR Income Opportunities Fund in Q1 2016 and held it in 36 quarters.
  • Commonwealth Equity Services's KKR Income Opportunities Fund position peaked at $2.01M in Q2 2017.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.