HRT Financial
KIO icon

HRT Financial’s KKR Income Opportunities Fund KIO Stock Holding History

HRT Financial’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 		– Sell
-16,788
Closed -$194K – 4281
2025
Q4 		$194K Buy
+16,788
New +$199K ﹤0.01% 2648
2023
Q2 		– Sell
-24,589
Closed -$269K – 2882
2023
Q1 		$269K Buy
+24,589
New +$277K ﹤0.01% 1778
2020
Q2 		– Sell
-19,700
Closed -$210K – 1645
2020
Q1 		$210K Buy
+19,700
New +$287K 0.01% 568

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Guggenheim Capital
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
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HRT Financial's KIO Position: Q1 2026 in Review

HRT Financial sold out of KKR Income Opportunities Fund (KIO) in Q1 2026, closing a stake of 16,788 shares — an estimated $194K sold.

HRT Financial first reported a position in KIO in Q1 2020 and held it in 3 quarters. The position peaked at $269K in Q1 2023. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • HRT Financial reported no remaining KKR Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 16,788 KKR Income Opportunities Fund shares in Q1 2026, an estimated $194K.
  • HRT Financial first reported a position in KKR Income Opportunities Fund in Q1 2020 and held it in 3 quarters.
  • HRT Financial's KKR Income Opportunities Fund position peaked at $269K in Q1 2023.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.