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
Q2 		– Sell
-15,938
Closed -$175K – 1796
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 $1.89T 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

Cresset Asset Management's KIO Position: Q2 2026 in Review

Cresset Asset Management sold out of KKR Income Opportunities Fund (KIO) in Q2 2026, closing a stake of 15,938 shares — an estimated $175K sold.

Cresset Asset Management first reported a position in KIO in Q3 2024 and held it in 7 quarters. The position peaked at $303K in Q4 2024. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Cresset Asset Management reported no remaining KKR Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 15,938 KKR Income Opportunities Fund shares in Q2 2026, an estimated $175K.
  • Cresset Asset Management first reported a position in KKR Income Opportunities Fund in Q3 2024 and held it in 7 quarters.
  • Cresset Asset Management's KKR Income Opportunities Fund position peaked at $303K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.