NA
KIO

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

NewEdge 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 		$533K Sell
48,470
-1,044
-2% -$11.9K ﹤0.01% 1938
2025
Q4 		$574K Sell
49,514
-242
-0.5% -$2.87K ﹤0.01% 1872
2025
Q3 		$627K Buy
49,756
+2,239
+5% +$28.2K ﹤0.01% 1684
2025
Q2 		$597K Buy
47,517
+2,051
+5% +$24.5K ﹤0.01% 1590
2025
Q1 		$559K Buy
45,466
+3,844
+9% +$48.9K ﹤0.01% 1523
2024
Q4 		$557K Buy
41,622
+1,885
+5% +$26K ﹤0.01% 1481
2024
Q3 		$587K Buy
39,737
+10,837
+37% +$155K ﹤0.01% 1373
2024
Q2 		$396K Sell
28,900
-500
-2% -$6.71K ﹤0.01% 1550
2024
Q1 		$398K Buy
29,400
+5,200
+21% +$67.6K ﹤0.01% 1475
2023
Q4 		$304K Buy
24,200
+4,500
+23% +$53.5K ﹤0.01% 1544
2023
Q3 		$236K Sell
19,700
-11,900
-38% -$142K ﹤0.01% 1558
2023
Q2 		$367K Buy
31,600
+200
+0.6% +$2.24K ﹤0.01% 1363
2023
Q1 		$348K Buy
31,400
+900
+3% +$10.2K ﹤0.01% 1309
2022
Q4 		$336K Buy
30,500
+700
+2% +$7.84K 0.01% 948
2022
Q3 		$341K Buy
29,800
+1,800
+6% +$21.9K 0.01% 1140
2022
Q2 		$326K Buy
28,000
+2,700
+11% +$35.2K 0.01% 1177
2022
Q1 		$365K Sell
25,300
-14,600
-37% -$223K 0.01% 920
2021
Q4 		$675K Buy
+39,900
New +$655K 0.01% 929

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 $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's KIO Position: Q1 2026 in Review

NewEdge Advisors reduced its KKR Income Opportunities Fund (KIO) stake by 2.1% in Q1 2026, selling an estimated $11.9K and leaving 48,470 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

NewEdge Advisors first reported a position in KIO in Q4 2021 and has held it in 18 quarters since. The position peaked at $675K in Q4 2021. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • NewEdge Advisors held 48,470 shares of KKR Income Opportunities Fund worth $533K as of Q1 2026.
  • NewEdge Advisors sold 1,044 KKR Income Opportunities Fund shares in Q1 2026, an estimated $11.9K.
  • KKR Income Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1938 holding.
  • NewEdge Advisors first reported a position in KKR Income Opportunities Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's KKR Income Opportunities Fund position peaked at $675K in Q4 2021.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.