Compass Financial Management’s KKR Income Opportunities Fund KIO Stock Holding History

Compass Financial Management’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	$2.3K	Buy	+205	New	+$2.3K	﹤0.01%	1298

Other funds holding KIO

Morgan Stanley New York $1.89T AUM 35.08% 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

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Compass Financial Management's KIO Position: Q2 2026 in Review

Compass Financial Management opened a new position in KKR Income Opportunities Fund (KIO) in Q2 2026: 205 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings.

86 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Compass Financial Management held 205 shares of KKR Income Opportunities Fund worth $2.3K as of Q2 2026.
KKR Income Opportunities Fund was a new Compass Financial Management position in Q2 2026.
KKR Income Opportunities Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1298 holding.
86 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.