PI
KIO

PFG Investments’s KKR Income Opportunities Fund KIO Stock Holding History

PFG Investments’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 		$489K Sell
43,469
-795
-2% -$8.9K 0.02% 678
2026
Q1 		$487K Buy
+44,264
New +$505K 0.02% 616
2025
Q4 		– Sell
-16,401
Closed -$207K – 1185
2025
Q3 		$207K Buy
+16,401
New +$207K 0.01% 966
2024
Q4 		– Sell
-16,895
Closed -$249K – 1049
2024
Q3 		$249K Buy
+16,895
New +$241K 0.02% 800
2024
Q2 		– Sell
-11,356
Closed -$154K – 1023
2024
Q1 		$154K Buy
+11,356
New +$148K 0.01% 943

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
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

PFG Investments's KIO Position: Q2 2026 in Review

PFG Investments reduced its KKR Income Opportunities Fund (KIO) stake by 1.8% in Q2 2026, selling an estimated $8.9K and leaving 43,469 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #678.

PFG Investments first reported a position in KIO in Q1 2024 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • PFG Investments held 43,469 shares of KKR Income Opportunities Fund worth $489K as of Q2 2026.
  • PFG Investments sold 795 KKR Income Opportunities Fund shares in Q2 2026, an estimated $8.9K.
  • KKR Income Opportunities Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #678 holding.
  • PFG Investments first reported a position in KKR Income Opportunities Fund in Q1 2024 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.