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
Q2 		$138K Sell
12,242
-500
-4% -$5.6K ﹤0.01% 3609
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 $1.89T 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

HighTower Advisors's KIO Position: Q2 2026 in Review

HighTower Advisors reduced its KKR Income Opportunities Fund (KIO) stake by 3.9% in Q2 2026, selling an estimated $5.6K and leaving 12,242 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #3609.

HighTower Advisors first reported a position in KIO in Q2 2017 and has held it in 31 quarters since. The position peaked at $356K in Q4 2019. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • HighTower Advisors held 12,242 shares of KKR Income Opportunities Fund worth $138K as of Q2 2026.
  • HighTower Advisors sold 500 KKR Income Opportunities Fund shares in Q2 2026, an estimated $5.6K.
  • KKR Income Opportunities Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3609 holding.
  • HighTower Advisors first reported a position in KKR Income Opportunities Fund in Q2 2017 and has held it in 31 quarters since.
  • HighTower Advisors's KKR Income Opportunities Fund position peaked at $356K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.