GWSA
KIO

Global Wealth Strategies & Associates’s KKR Income Opportunities Fund KIO Stock Holding History

Global Wealth Strategies & Associates’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
-903
Closed -$9.93K – 272
2026
Q1 		$9.93K Hold
903
– – ﹤0.01% 316
2025
Q4 		$10.5K Hold
903
– – ﹤0.01% 307
2025
Q3 		$11.4K Buy
+903
New +$11.4K ﹤0.01% 275

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 Wealth Strategies & Associates's KIO Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of KKR Income Opportunities Fund (KIO) in Q2 2026, closing a stake of 903 shares — an estimated $9.93K sold.

Global Wealth Strategies & Associates first reported a position in KIO in Q3 2025 and held it in 3 quarters. The position peaked at $11.4K in Q3 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining KKR Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 903 KKR Income Opportunities Fund shares in Q2 2026, an estimated $9.93K.
  • Global Wealth Strategies & Associates first reported a position in KKR Income Opportunities Fund in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's KKR Income Opportunities Fund position peaked at $11.4K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.