Janney Montgomery Scott
KIO

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
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
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
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
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return