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Kestra Advisory Services’s KKR Income Opportunities Fund KIO Stock Holding History

Kestra Advisory Services’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
-7,579
Closed -$87.8K – 3800
2025
Q4 		$87.8K Buy
+7,579
New +$89.7K ﹤0.01% 3534

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
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

Kestra Advisory Services's KIO Position: Q1 2026 in Review

Kestra Advisory Services sold out of KKR Income Opportunities Fund (KIO) in Q1 2026, closing a stake of 7,579 shares — an estimated $87.8K sold.

Kestra Advisory Services first reported a position in KIO in Q4 2025 and held it in 1 quarter. The position peaked at $87.8K in Q4 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • Kestra Advisory Services reported no remaining KKR Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 7,579 KKR Income Opportunities Fund shares in Q1 2026, an estimated $87.8K.
  • Kestra Advisory Services first reported a position in KKR Income Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's KKR Income Opportunities Fund position peaked at $87.8K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.