FAG
KIO

Fortitude Advisory Group’s KKR Income Opportunities Fund KIO Stock Holding History

Fortitude Advisory Group’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 		$177K Hold
16,066
– – 0.08% 205
2025
Q4 		$186K Hold
16,066
– – 0.08% 198
2025
Q3 		$202K Buy
16,066
+3,565
+29% +$44.9K 0.11% 193
2025
Q2 		$157K Hold
12,501
– – 0.09% 202
2025
Q1 		$143K Buy
+12,501
New +$159K 0.1% 185

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

Fortitude Advisory Group's KIO Position: Q1 2026 in Review

Fortitude Advisory Group held its KKR Income Opportunities Fund (KIO) position steady in Q1 2026 at 16,066 shares worth $177K. The position accounts for 0.08% of the portfolio, ranked #205.

Fortitude Advisory Group first reported a position in KIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $202K in Q3 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • Fortitude Advisory Group held 16,066 shares of KKR Income Opportunities Fund worth $177K as of Q1 2026.
  • Fortitude Advisory Group left its KKR Income Opportunities Fund share count unchanged in Q1 2026.
  • KKR Income Opportunities Fund made up 0.08% of Fortitude Advisory Group's portfolio in Q1 2026, its #205 holding.
  • Fortitude Advisory Group first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
  • Fortitude Advisory Group's KKR Income Opportunities Fund position peaked at $202K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.