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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
Q3 		$8.24K Hold
800
– – ﹤0.01% 492
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

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Noble Wealth Management PBC's KIO Position: Q3 2026 in Review

Noble Wealth Management PBC held its KKR Income Opportunities Fund (KIO) position steady in Q3 2026 at 800 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Noble Wealth Management PBC first reported a position in KIO in Q1 2025 and has held it in 4 quarters since. The position peaked at $62.7K in Q1 2025. 8 funds tracked by Wall St. Rank hold KIO as of Q3 2026.

  • Noble Wealth Management PBC held 800 shares of KKR Income Opportunities Fund worth $8.24K as of Q3 2026.
  • Noble Wealth Management PBC left its KKR Income Opportunities Fund share count unchanged in Q3 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #492 holding.
  • Noble Wealth Management PBC first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's KKR Income Opportunities Fund position peaked at $62.7K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.