KA
KIO

Kovack Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Kovack 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
Q1 		$1.48M Sell
135,026
-22,857
-14% -$261K 0.08% 244
2025
Q4 		$1.83M Buy
157,883
+47,768
+43% +$566K 0.09% 224
2025
Q3 		$1.39M Sell
110,115
-1,200
-1% -$15.1K 0.13% 156
2025
Q2 		$1.4M Buy
111,315
+12,650
+13% +$151K 0.14% 147
2025
Q1 		$1.21M Buy
98,665
+54,620
+124% +$694K 0.13% 150
2024
Q4 		$589K Sell
44,045
-2,700
-6% -$37.3K 0.06% 274
2024
Q3 		$690K Sell
46,745
-12,000
-20% -$171K 0.07% 233
2024
Q2 		$805K Sell
58,745
-9,200
-14% -$123K 0.09% 200
2024
Q1 		$920K Sell
67,945
-2,758
-4% -$35.8K 0.11% 151
2023
Q4 		$889K Buy
70,703
+26,868
+61% +$320K 0.11% 183
2023
Q3 		$524K Buy
43,835
+32,295
+280% +$386K 0.07% 250
2023
Q2 		$134K Sell
11,540
-411
-3% -$4.59K 0.02% 545
2023
Q1 		$131K Buy
+11,951
New +$135K 0.02% 547

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 $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $376B AUM 19.32% 1-Year Est. Return