NWMP
KIO

Noble Wealth Management PBC’s KKR Income Opportunities Fund KIO Stock Holding History

Noble Wealth Management PBC’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 		$9.01K Hold
800
– – ﹤0.01% 476
2026
Q1 		$8.8K Buy
+800
New +$9.12K ﹤0.01% 465
2025
Q1 		$62.7K Buy
+5,100
New +$64.8K 0.04% 195

Other funds holding KIO

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Noble Wealth Management PBC's KIO Position: Q2 2026 in Review

Noble Wealth Management PBC held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 800 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Noble Wealth Management PBC first reported a position in KIO in Q1 2025 and has held it in 3 quarters since. The position peaked at $62.7K in Q1 2025. 30 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Noble Wealth Management PBC held 800 shares of KKR Income Opportunities Fund worth $9.01K as of Q2 2026.
  • Noble Wealth Management PBC left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #476 holding.
  • Noble Wealth Management PBC first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 3 quarters since.
  • Noble Wealth Management PBC's KKR Income Opportunities Fund position peaked at $62.7K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.