Rik Saylor Financial’s KKR Income Opportunities Fund KIO Stock Holding History

Rik Saylor Financial’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	$178K	Sell	15,785 -47	-0.3%	-$526	0.12%	87
2026 Q1	$174K	Buy	15,832 +207	+1%	+$2.36K	0.13%	82
2025 Q4	$181K	Buy	15,625 +168	+1%	+$1.99K	0.13%	81
2025 Q3	$195K	Buy	15,457 +18	+0.1%	+$227	0.14%	81
2025 Q2	$194K	Buy	15,439 +176	+1%	+$2.11K	0.15%	81
2025 Q1	$188K	Buy	15,263 +165	+1%	+$2.1K	0.17%	76
2024 Q4	$202K	Buy	+15,098	New	+$208K	0.19%	77

Other funds holding KIO

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

SFS

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

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Rik Saylor Financial's KIO Position: Q2 2026 in Review

Rik Saylor Financial reduced its KKR Income Opportunities Fund (KIO) stake by 0.3% in Q2 2026, selling an estimated $526 and leaving 15,785 shares worth $178K. The position accounts for 0.12% of the portfolio, ranked #87.

Rik Saylor Financial first reported a position in KIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $202K in Q4 2024. 39 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Rik Saylor Financial held 15,785 shares of KKR Income Opportunities Fund worth $178K as of Q2 2026.
Rik Saylor Financial sold 47 KKR Income Opportunities Fund shares in Q2 2026, an estimated $526.
KKR Income Opportunities Fund made up 0.12% of Rik Saylor Financial's portfolio in Q2 2026, its #87 holding.
Rik Saylor Financial first reported a position in KKR Income Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
Rik Saylor Financial's KKR Income Opportunities Fund position peaked at $202K in Q4 2024.
39 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Rik Saylor Financial's 13F filing for Q2 2026, filed 5 Aug 2026.