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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
2026
Q2 		$42.4K Buy
+3,769
New +$42.2K ﹤0.01% 2630
2025
Q4 		$17.9K Buy
+1,546
New +$18.3K ﹤0.01% 2911

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

Global Retirement Partners's KIO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in KKR Income Opportunities Fund (KIO) in Q2 2026: 3,769 shares worth $42.4K. The stake represents ﹤0.01% of the portfolio and ranks #2630 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KIO as recently as Q4 2025.

Global Retirement Partners first reported a position in KIO in Q4 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Global Retirement Partners held 3,769 shares of KKR Income Opportunities Fund worth $42.4K as of Q2 2026.
  • KKR Income Opportunities Fund was a new Global Retirement Partners position in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2630 holding.
  • Global Retirement Partners first reported a position in KKR Income Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.