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
Q2 		$2.46M Buy
216,679
+81,653
+60% +$914K 0.12% 173
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 $1.89T 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
LPL Financial
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

Kovack Advisors's KIO Position: Q2 2026 in Review

Kovack Advisors increased its KKR Income Opportunities Fund (KIO) stake by 60% in Q2 2026, buying an estimated $914K and bringing the position to 216,679 shares worth $2.46M. The position accounts for 0.12% of the portfolio, ranked #173.

Kovack Advisors first reported a position in KIO in Q1 2023 and has held it in 14 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Kovack Advisors held 216,679 shares of KKR Income Opportunities Fund worth $2.46M as of Q2 2026.
  • Kovack Advisors bought 81,653 KKR Income Opportunities Fund shares in Q2 2026, an estimated $914K.
  • KKR Income Opportunities Fund made up 0.12% of Kovack Advisors's portfolio in Q2 2026, its #173 holding.
  • Kovack Advisors first reported a position in KKR Income Opportunities Fund in Q1 2023 and has held it in 14 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.