Janney Montgomery Scott’s KKR Income Opportunities Fund KIO Stock Holding History

Janney Montgomery Scott’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	$6.04M	Buy	536,534 +66,756	+14%	+$748K	0.01%	876
2026 Q1	$5.17M	Buy	469,778 +19,288	+4%	+$220K	0.01%	835
2025 Q4	$5.22M	Buy	450,490 +5,128	+1%	+$60.7K	0.01%	893
2025 Q3	$5.61M	Buy	+445,362	New	+$5.61M	0.01%	839
2023 Q4	–	Sell	-13,052	Closed	-$156K	–	2705
2023 Q3	$156K	Sell	13,052 -1,967	-13%	-$23.5K	﹤0.01%	2425
2023 Q2	$174K	Sell	15,019 -443	-3%	-$4.95K	﹤0.01%	2489
2023 Q1	$170K	Sell	15,462 -204,341	-93%	-$2.31M	﹤0.01%	2317
2022 Q4	$2.42M	Buy	219,803 +15,376	+8%	+$172K	0.01%	940
2022 Q3	$2.34M	Buy	+204,427	New	+$2.48M	0.01%	909

Other funds holding KIO

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Janney Montgomery Scott's KIO Position: Q2 2026 in Review

Janney Montgomery Scott increased its KKR Income Opportunities Fund (KIO) stake by 14% in Q2 2026, buying an estimated $748K and bringing the position to 536,534 shares worth $6.04M. The position accounts for 0.01% of the portfolio, ranked #876.

Janney Montgomery Scott first reported a position in KIO in Q3 2022 and has held it in 9 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Janney Montgomery Scott held 536,534 shares of KKR Income Opportunities Fund worth $6.04M as of Q2 2026.
Janney Montgomery Scott bought 66,756 KKR Income Opportunities Fund shares in Q2 2026, an estimated $748K.
KKR Income Opportunities Fund made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #876 holding.
Janney Montgomery Scott first reported a position in KKR Income Opportunities Fund in Q3 2022 and has held it in 9 quarters since.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.