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CIA
KIO
Concurrent Investment Advisors’s
KKR Income Opportunities Fund
KIO
Stock Holding History
Concurrent Investment 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
Q1
$148K
Sell
13,464
-565
-4%
-$6.44K
﹤0.01%
1785
2025
Q4
$163K
Buy
14,029
+95
+0.7%
+$1.13K
﹤0.01%
1665
2025
Q3
$176K
Sell
13,934
-21
-0.2%
-$265
﹤0.01%
1373
2025
Q2
$175K
Buy
13,955
+585
+4%
+$7K
﹤0.01%
1288
2025
Q1
$164K
Hold
13,370
–
–
﹤0.01%
1153
2024
Q4
$179K
Hold
13,370
–
–
﹤0.01%
1006
2024
Q3
$197K
Hold
13,370
–
–
0.01%
945
2024
Q2
$183K
Hold
13,370
–
–
0.01%
886
2024
Q1
$181K
Hold
13,370
–
–
0.01%
814
2023
Q4
$168K
Buy
+13,370
New
+$159K
0.01%
789
Other funds holding KIO
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New York
$1.66T AUM
25.57%
1-Year Est. Return
PCM
Penserra Capital Management
Orinda, California
$8.52B AUM
37.76%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
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
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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