Graves Light Lenhart Wealth’s KKR Income Opportunities Fund KIO Stock Holding History

Graves Light Lenhart Wealth’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	$155K	Hold	13,728	–	–	0.01%	200
2026 Q1	$151K	Hold	13,728	–	–	0.02%	194
2025 Q4	$159K	Hold	13,728	–	–	0.02%	188
2025 Q3	$173K	Hold	13,728	–	–	0.02%	189
2025 Q2	$172K	Hold	13,728	–	–	0.02%	187
2025 Q1	$169K	Hold	13,728	–	–	0.02%	181
2024 Q4	$184K	Hold	13,728	–	–	0.02%	178
2024 Q3	$203K	Hold	13,728	–	–	0.02%	182
2024 Q2	$187K	Hold	13,728	–	–	0.02%	175
2024 Q1	$186K	Hold	13,728	–	–	0.02%	178
2023 Q4	$173K	Hold	13,728	–	–	0.02%	174
2023 Q3	$162K	Hold	13,728	–	–	0.02%	167
2023 Q2	$159K	Hold	13,728	–	–	0.02%	177
2023 Q1	$151K	Hold	13,728	–	–	0.02%	160
2022 Q4	$151K	Hold	13,728	–	–	0.02%	160
2022 Q3	$157K	Hold	13,728	–	–	0.03%	160
2022 Q2	$160K	Hold	13,728	–	–	0.02%	186
2022 Q1	$198K	Hold	13,728	–	–	0.03%	176
2021 Q4	$232K	Hold	13,728	–	–	0.03%	179
2021 Q3	$225K	Hold	13,728	–	–	0.04%	170
2021 Q2	$229K	Hold	13,728	–	–	0.04%	168
2021 Q1	$217K	Hold	13,728	–	–	0.04%	172
2020 Q4	$198K	Hold	13,728	–	–	0.04%	167
2020 Q3	$186K	Hold	13,728	–	–	0.04%	156
2020 Q2	$169K	Hold	13,728	–	–	0.04%	153
2020 Q1	$146K	Hold	13,728	–	–	0.04%	145
2019 Q4	$217K	Hold	13,728	–	–	0.05%	159
2019 Q3	$211K	Hold	13,728	–	–	0.05%	159
2019 Q2	$216K	Hold	13,728	–	–	0.05%	149
2019 Q1	$213K	Hold	13,728	–	–	0.05%	144
2018 Q4	$196K	Buy	+13,728	New	+$212K	0.06%	140

Other funds holding KIO

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Graves Light Lenhart Wealth's KIO Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 13,728 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #200.

Graves Light Lenhart Wealth first reported a position in KIO in Q4 2018 and has held it in 31 quarters since. The position peaked at $232K in Q4 2021. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Graves Light Lenhart Wealth held 13,728 shares of KKR Income Opportunities Fund worth $155K as of Q2 2026.
Graves Light Lenhart Wealth left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
KKR Income Opportunities Fund made up 0.01% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #200 holding.
Graves Light Lenhart Wealth first reported a position in KKR Income Opportunities Fund in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's KKR Income Opportunities Fund position peaked at $232K in Q4 2021.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.