JWA
KIO

JFS Wealth Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

JFS Wealth 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 		$1.05K Buy
+93
New +$1.04K ﹤0.01% 1796

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

JFS Wealth Advisors's KIO Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in KKR Income Opportunities Fund (KIO) in Q2 2026: 93 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #1796 among its holdings.

90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • JFS Wealth Advisors held 93 shares of KKR Income Opportunities Fund worth $1.05K as of Q2 2026.
  • KKR Income Opportunities Fund was a new JFS Wealth Advisors position in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1796 holding.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.