PWPS
KIO

Pinnacle Wealth Planning Services’s KKR Income Opportunities Fund KIO Stock Holding History

Pinnacle Wealth Planning Services’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 		$11.9K Buy
1,083
+320
+42% +$3.65K ﹤0.01% 1936
2025
Q4 		$8.84K Buy
+763
New +$9.04K ﹤0.01% 2056

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

Pinnacle Wealth Planning Services's KIO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its KKR Income Opportunities Fund (KIO) stake by 42% in Q1 2026, buying an estimated $3.65K and bringing the position to 1,083 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Pinnacle Wealth Planning Services first reported a position in KIO in Q4 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,083 shares of KKR Income Opportunities Fund worth $11.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 320 KKR Income Opportunities Fund shares in Q1 2026, an estimated $3.65K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1936 holding.
  • Pinnacle Wealth Planning Services first reported a position in KKR Income Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.