EWA
KIO

EverSource Wealth Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

EverSource Wealth 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 		$33.5K Hold
2,971
– – ﹤0.01% 2059
2026
Q1 		$32.7K Hold
2,971
– – ﹤0.01% 2197
2025
Q4 		$34.4K Buy
2,971
+1,103
+59% +$13.1K ﹤0.01% 2012
2025
Q3 		$23.5K Buy
1,868
+633
+51% +$7.97K ﹤0.01% 2253
2025
Q2 		$15.5K Buy
+1,235
New +$14.8K ﹤0.01% 2486

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

EverSource Wealth Advisors's KIO Position: Q2 2026 in Review

EverSource Wealth Advisors held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 2,971 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

EverSource Wealth Advisors first reported a position in KIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $34.4K in Q4 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • EverSource Wealth Advisors held 2,971 shares of KKR Income Opportunities Fund worth $33.5K as of Q2 2026.
  • EverSource Wealth Advisors left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2059 holding.
  • EverSource Wealth Advisors first reported a position in KKR Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's KKR Income Opportunities Fund position peaked at $34.4K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.