RC
KIO

Rareview Capital’s KKR Income Opportunities Fund KIO Stock Holding History

Rareview Capital’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 		$2.5M Buy
198,863
+18,251
+10% +$204K 1.4% 23
2026
Q1 		$2.27M Buy
180,612
+30,803
+21% +$351K 1.33% 23
2025
Q4 		$1.88M Buy
149,809
+99,309
+197% +$1.18M 1.22% 24
2025
Q3 		$634K Sell
50,500
-121,344
-71% -$1.53M 0.39% 40
2025
Q2 		$2.16M Buy
+171,844
New +$2.06M 1.36% 21

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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Rareview Capital's KIO Position: Q2 2026 in Review

Rareview Capital increased its KKR Income Opportunities Fund (KIO) stake by 10% in Q2 2026, buying an estimated $204K and bringing the position to 198,863 shares worth $2.5M. The position accounts for 1.4% of the portfolio, ranked #23.

Rareview Capital first reported a position in KIO in Q2 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Rareview Capital held 198,863 shares of KKR Income Opportunities Fund worth $2.5M as of Q2 2026.
  • Rareview Capital bought 18,251 KKR Income Opportunities Fund shares in Q2 2026, an estimated $204K.
  • KKR Income Opportunities Fund made up 1.4% of Rareview Capital's portfolio in Q2 2026, its #23 holding.
  • Rareview Capital first reported a position in KKR Income Opportunities Fund in Q2 2025 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 Rareview Capital's 13F filing for Q2 2026, filed 23 Jul 2026.