Mercer Global Advisors
KIO

Mercer Global Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Mercer Global 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 		$21.1K Buy
+1,877
New +$21K ﹤0.01% 4794

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Mercer Global Advisors's KIO Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in KKR Income Opportunities Fund (KIO) in Q2 2026: 1,877 shares worth $21.1K. The stake represents ﹤0.01% of the portfolio and ranks #4794 among its holdings.

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

  • Mercer Global Advisors held 1,877 shares of KKR Income Opportunities Fund worth $21.1K as of Q2 2026.
  • KKR Income Opportunities Fund was a new Mercer Global Advisors position in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4794 holding.
  • 81 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.