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 Q2	$152K	Hold	13,464	–	–	﹤0.01%	1986
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

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

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 $1.55T AUM 33.47% 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

Concurrent Investment Advisors's KIO Position: Q2 2026 in Review

Concurrent Investment Advisors held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 13,464 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Concurrent Investment Advisors first reported a position in KIO in Q4 2023 and has held it in 11 quarters since. The position peaked at $197K in Q3 2024. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Concurrent Investment Advisors held 13,464 shares of KKR Income Opportunities Fund worth $152K as of Q2 2026.
Concurrent Investment Advisors left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
KKR Income Opportunities Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1986 holding.
Concurrent Investment Advisors first reported a position in KKR Income Opportunities Fund in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's KKR Income Opportunities Fund position peaked at $197K in Q3 2024.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.