Global Retirement Partners’s KKR Income Opportunities Fund KIO Stock Holding History

Global Retirement Partners’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
2025 Q4	$17.9K	Buy	+1,546	New	+$18.3K	﹤0.01%	2911

Other funds holding KIO

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Global Retirement Partners's KIO Position: Q4 2025 in Review

Global Retirement Partners opened a new position in KKR Income Opportunities Fund (KIO) in Q4 2025: 1,546 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #2911 among its holdings.

95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

Global Retirement Partners held 1,546 shares of KKR Income Opportunities Fund worth $17.9K as of Q4 2025.
KKR Income Opportunities Fund was a new Global Retirement Partners position in Q4 2025.
KKR Income Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2911 holding.
95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.