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
Q2 		$15.3K Buy
1,361
+278
+26% +$3.11K ﹤0.01% 1894
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 $1.89T 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

Pinnacle Wealth Planning Services's KIO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its KKR Income Opportunities Fund (KIO) stake by 26% in Q2 2026, buying an estimated $3.11K and bringing the position to 1,361 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Pinnacle Wealth Planning Services first reported a position in KIO in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,361 shares of KKR Income Opportunities Fund worth $15.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 278 KKR Income Opportunities Fund shares in Q2 2026, an estimated $3.11K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1894 holding.
  • Pinnacle Wealth Planning Services first reported a position in KKR Income Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.