SWM
KIO

SeaCrest Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

SeaCrest Wealth Management’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 		$177K Buy
15,682
+375
+2% +$4.2K 0.02% 539
2026
Q1 		$168K Sell
15,307
-1,071
-7% -$12.2K 0.02% 616
2025
Q4 		$191K Buy
16,378
+407
+3% +$4.82K 0.02% 611
2025
Q3 		$200K Buy
15,971
+259
+2% +$3.26K 0.02% 601
2025
Q2 		$197K Sell
15,712
-27
-0.2% -$323 0.02% 580
2025
Q1 		$193K Sell
15,739
-8,558
-35% -$109K 0.02% 624
2024
Q4 		$325K Buy
24,297
+765
+3% +$10.6K 0.03% 467
2024
Q3 		$347K Buy
23,532
+1,074
+5% +$15.3K 0.04% 448
2024
Q2 		$308K Buy
22,458
+129
+0.6% +$1.73K 0.04% 447
2024
Q1 		$302K Buy
22,329
+559
+3% +$7.26K 0.04% 438
2023
Q4 		$276K Sell
21,770
-2,454
-10% -$29.2K 0.03% 481
2023
Q3 		$290K Buy
24,224
+352
+1% +$4.21K 0.04% 464
2023
Q2 		$277K Sell
23,872
-5,121
-18% -$57.3K 0.04% 488
2023
Q1 		$318K Buy
28,993
+16,749
+137% +$189K 0.04% 443
2022
Q4 		$135K Buy
12,244
+329
+3% +$3.69K 0.02% 598
2022
Q3 		$136K Buy
11,915
+4,726
+66% +$57.4K 0.02% 580
2022
Q2 		$84K Buy
+7,189
New +$93.7K 0.01% 925
2021
Q1 		– Sell
-14,176
Closed -$205K – 670
2020
Q4 		$205K Sell
14,176
-8,732
-38% -$122K 0.03% 560
2020
Q3 		$310K Sell
22,908
-1,724
-7% -$22.8K 0.05% 380
2020
Q2 		$303K Sell
24,632
-688
-3% -$7.85K 0.05% 380
2020
Q1 		$270K Sell
25,320
-848
-3% -$12.3K 0.06% 353
2019
Q4 		$413K Buy
26,168
+7,724
+42% +$119K 0.07% 324
2019
Q3 		$287K Sell
18,444
-813
-4% -$12.7K 0.05% 407
2019
Q2 		$303K Buy
19,257
+2,967
+18% +$46.7K 0.06% 378
2019
Q1 		$252K Buy
16,290
+242
+2% +$3.7K 0.04% 400
2018
Q4 		$229K Sell
16,048
-693
-4% -$10.7K 0.05% 391
2018
Q3 		$275K Buy
16,741
+1,366
+9% +$22.8K 0.05% 411
2018
Q2 		$255K Buy
15,375
+756
+5% +$12.2K 0.05% 413
2018
Q1 		$232K Buy
14,619
+526
+4% +$8.34K 0.04% 441
2017
Q4 		$226K Buy
+14,093
New +$233K 0.04% 448

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

SeaCrest Wealth Management's KIO Position: Q2 2026 in Review

SeaCrest Wealth Management increased its KKR Income Opportunities Fund (KIO) stake by 2.4% in Q2 2026, buying an estimated $4.2K and bringing the position to 15,682 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #539.

SeaCrest Wealth Management first reported a position in KIO in Q4 2017 and has held it in 30 quarters since. The position peaked at $413K in Q4 2019. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • SeaCrest Wealth Management held 15,682 shares of KKR Income Opportunities Fund worth $177K as of Q2 2026.
  • SeaCrest Wealth Management bought 375 KKR Income Opportunities Fund shares in Q2 2026, an estimated $4.2K.
  • KKR Income Opportunities Fund made up 0.02% of SeaCrest Wealth Management's portfolio in Q2 2026, its #539 holding.
  • SeaCrest Wealth Management first reported a position in KKR Income Opportunities Fund in Q4 2017 and has held it in 30 quarters since.
  • SeaCrest Wealth Management's KKR Income Opportunities Fund position peaked at $413K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.