IAS
KIO

Integrity Advisory Solutions’s KKR Income Opportunities Fund KIO Stock Holding History

Integrity Advisory Solutions’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 		– Sell
-10,344
Closed -$114K – 357
2026
Q1 		$114K Buy
+10,344
New +$118K 0.02% 264

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

Integrity Advisory Solutions's KIO Position: Q2 2026 in Review

Integrity Advisory Solutions sold out of KKR Income Opportunities Fund (KIO) in Q2 2026, closing a stake of 10,344 shares — an estimated $114K sold.

Integrity Advisory Solutions first reported a position in KIO in Q1 2026 and held it in 1 quarter. The position peaked at $114K in Q1 2026. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Integrity Advisory Solutions reported no remaining KKR Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Integrity Advisory Solutions sold 10,344 KKR Income Opportunities Fund shares in Q2 2026, an estimated $114K.
  • Integrity Advisory Solutions first reported a position in KKR Income Opportunities Fund in Q1 2026 and held it in 1 quarter.
  • Integrity Advisory Solutions's KKR Income Opportunities Fund position peaked at $114K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.