SPIA
KIO

Steward Partners Investment Advisory’s KKR Income Opportunities Fund KIO Stock Holding History

Steward Partners Investment Advisory’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 		$1.82K Hold
162
– – ﹤0.01% 4261
2026
Q1 		$1.78K Hold
162
– – ﹤0.01% 4089
2025
Q4 		$1.88K Hold
162
– – ﹤0.01% 3977
2025
Q3 		$2.04K Hold
162
– – ﹤0.01% 3921
2025
Q2 		$2.04K Buy
+162
New +$1.94K ﹤0.01% 3728

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

Steward Partners Investment Advisory's KIO Position: Q2 2026 in Review

Steward Partners Investment Advisory held its KKR Income Opportunities Fund (KIO) position steady in Q2 2026 at 162 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4261.

Steward Partners Investment Advisory first reported a position in KIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.04K in Q3 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Steward Partners Investment Advisory held 162 shares of KKR Income Opportunities Fund worth $1.82K as of Q2 2026.
  • Steward Partners Investment Advisory left its KKR Income Opportunities Fund share count unchanged in Q2 2026.
  • KKR Income Opportunities Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4261 holding.
  • Steward Partners Investment Advisory first reported a position in KKR Income Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's KKR Income Opportunities Fund position peaked at $2.04K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.