HA
KIO

Herold Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Herold Advisors’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 		$163K Buy
14,440
+2,422
+20% +$27.1K 0.03% 261
2026
Q1 		$132K Buy
12,018
+141
+1% +$1.61K 0.03% 254
2025
Q4 		$138K Buy
11,877
+3
+0% +$36 0.03% 242
2025
Q3 		$150K Buy
11,874
+1,369
+13% +$17.2K 0.03% 242
2025
Q2 		$132K Buy
+10,505
New +$126K 0.03% 300

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

Herold Advisors's KIO Position: Q2 2026 in Review

Herold Advisors increased its KKR Income Opportunities Fund (KIO) stake by 20% in Q2 2026, buying an estimated $27.1K and bringing the position to 14,440 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #261.

Herold Advisors first reported a position in KIO in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Herold Advisors held 14,440 shares of KKR Income Opportunities Fund worth $163K as of Q2 2026.
  • Herold Advisors bought 2,422 KKR Income Opportunities Fund shares in Q2 2026, an estimated $27.1K.
  • KKR Income Opportunities Fund made up 0.03% of Herold Advisors's portfolio in Q2 2026, its #261 holding.
  • Herold Advisors first reported a position in KKR Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.