HighTower Advisors
KIO

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

HighTower 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
Q1 		$140K Hold
12,742
– – ﹤0.01% 3581
2025
Q4 		$148K Sell
12,742
-1,646
-11% -$19.5K ﹤0.01% 3449
2025
Q3 		$181K Hold
14,388
– – ﹤0.01% 3402
2025
Q2 		$181K Buy
14,388
+1,338
+10% +$16K ﹤0.01% 3326
2025
Q1 		$160K Hold
13,050
– – ﹤0.01% 3257
2024
Q4 		$175K Sell
13,050
-8,871
-40% -$122K ﹤0.01% 3237
2024
Q3 		$324K Buy
21,921
+10,071
+85% +$144K ﹤0.01% 2759
2024
Q2 		$162K Hold
11,850
– – ﹤0.01% 3086
2024
Q1 		$161K Hold
11,850
– – ﹤0.01% 3043
2023
Q4 		$149K Hold
11,850
– – ﹤0.01% 3096
2023
Q3 		$142K Hold
11,850
– – ﹤0.01% 3019
2023
Q2 		$138K Hold
11,850
– – ﹤0.01% 2994
2023
Q1 		$130K Sell
11,850
-239
-2% -$2.7K ﹤0.01% 2879
2022
Q4 		$134K Sell
12,089
-317
-3% -$3.55K ﹤0.01% 2888
2022
Q3 		$143K Buy
12,406
+574
+5% +$6.97K ﹤0.01% 2685
2022
Q2 		$137K Buy
11,832
+69
+0.6% +$899 ﹤0.01% 2717
2022
Q1 		$170K Sell
11,763
-442
-4% -$6.76K ﹤0.01% 2882
2021
Q4 		$206K Buy
12,205
+51
+0.4% +$837 ﹤0.01% 2755
2021
Q3 		$199K Sell
12,154
-3,546
-23% -$58.2K ﹤0.01% 2722
2021
Q2 		$261K Sell
15,700
-2,191
-12% -$35.4K ﹤0.01% 2473
2021
Q1 		$282K Sell
17,891
-938
-5% -$14.2K ﹤0.01% 2347
2020
Q4 		$271K Sell
18,829
-425
-2% -$5.92K ﹤0.01% 2001
2020
Q3 		$259K Sell
19,254
-2,511
-12% -$33.3K ﹤0.01% 1916
2020
Q2 		$269K Buy
21,765
+600
+3% +$6.84K ﹤0.01% 1804
2020
Q1 		$225K Sell
21,165
-1,418
-6% -$20.6K ﹤0.01% 1725
2019
Q4 		$356K Sell
22,583
-146
-0.6% -$2.25K ﹤0.01% 1611
2019
Q3 		$354K Buy
22,729
+6,568
+41% +$102K ﹤0.01% 1693
2019
Q2 		$254K Buy
16,161
+3,162
+24% +$49.8K ﹤0.01% 1902
2019
Q1 		$201K Buy
+12,999
New +$199K ﹤0.01% 1963
2017
Q3 		– Sell
-12,096
Closed -$212K – 2300
2017
Q2 		$212K Buy
+12,096
New +$211K ﹤0.01% 1814

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors's KIO Position: Q1 2026 in Review

HighTower Advisors held its KKR Income Opportunities Fund (KIO) position steady in Q1 2026 at 12,742 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

HighTower Advisors first reported a position in KIO in Q2 2017 and has held it in 30 quarters since. The position peaked at $356K in Q4 2019. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • HighTower Advisors held 12,742 shares of KKR Income Opportunities Fund worth $140K as of Q1 2026.
  • HighTower Advisors left its KKR Income Opportunities Fund share count unchanged in Q1 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3581 holding.
  • HighTower Advisors first reported a position in KKR Income Opportunities Fund in Q2 2017 and has held it in 30 quarters since.
  • HighTower Advisors's KKR Income Opportunities Fund position peaked at $356K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.