CAM
KIO

Cresset Asset Management’s KKR Income Opportunities Fund KIO Stock Holding History

Cresset Asset 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
Q1 		$175K Hold
15,938
– – ﹤0.01% 1494
2025
Q4 		$185K Hold
15,938
– – ﹤0.01% 1509
2025
Q3 		$201K Buy
15,938
+2,100
+15% +$26.5K ﹤0.01% 1426
2025
Q2 		$174K Sell
13,838
-6,628
-32% -$79.3K ﹤0.01% 1317
2025
Q1 		$252K Sell
20,466
-2,205
-10% -$28K ﹤0.01% 1410
2024
Q4 		$303K Buy
22,671
+4,011
+21% +$55.3K ﹤0.01% 1346
2024
Q3 		$275K Buy
+18,660
New +$266K ﹤0.01% 1840

Other funds holding KIO

Morgan Stanley
Morgan Stanley 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 $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cresset Asset Management's KIO Position: Q1 2026 in Review

Cresset Asset Management held its KKR Income Opportunities Fund (KIO) position steady in Q1 2026 at 15,938 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Cresset Asset Management first reported a position in KIO in Q3 2024 and has held it in 7 quarters since. The position peaked at $303K in Q4 2024. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • Cresset Asset Management held 15,938 shares of KKR Income Opportunities Fund worth $175K as of Q1 2026.
  • Cresset Asset Management left its KKR Income Opportunities Fund share count unchanged in Q1 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1494 holding.
  • Cresset Asset Management first reported a position in KKR Income Opportunities Fund in Q3 2024 and has held it in 7 quarters since.
  • Cresset Asset Management's KKR Income Opportunities Fund position peaked at $303K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.