Highline Wealth Partners
KIO icon

Highline Wealth Partners’s KKR Income Opportunities Fund KIO Stock Holding History

Highline Wealth 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
Q3 		$2.58K Hold
250
– – ﹤0.01% 1170
2026
Q2 		$2.82K Hold
250
– – ﹤0.01% 1089
2026
Q1 		$2.75K Sell
250
-250
-50% -$2.85K ﹤0.01% 962
2025
Q4 		$5.8K Hold
500
– – ﹤0.01% 520
2025
Q3 		$6.3K Buy
+500
New +$6.3K ﹤0.01% 516

Other funds holding KIO

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

Highline Wealth Partners's KIO Position: Q3 2026 in Review

Highline Wealth Partners held its KKR Income Opportunities Fund (KIO) position steady in Q3 2026 at 250 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Highline Wealth Partners first reported a position in KIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.3K in Q3 2025. 17 funds tracked by Wall St. Rank hold KIO as of Q3 2026.

  • Highline Wealth Partners held 250 shares of KKR Income Opportunities Fund worth $2.58K as of Q3 2026.
  • Highline Wealth Partners left its KKR Income Opportunities Fund share count unchanged in Q3 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1170 holding.
  • Highline Wealth Partners first reported a position in KKR Income Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's KKR Income Opportunities Fund position peaked at $6.3K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.