Strategic Advocates’s KKR Income Opportunities Fund KIO Stock Holding History

Strategic Advocates’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 Q1	$1.49K	Sell	135 -38,712	-100%	-$441K	0.01%	224
2025 Q4	$451K	Sell	38,847 -7,395	-16%	-$87.6K	0.12%	83
2025 Q3	$583K	Sell	46,242 -36,223	-44%	-$456K	0.15%	68
2025 Q2	$1.04M	Buy	82,465 +5,430	+7%	+$65K	0.31%	51
2025 Q1	$947K	Buy	+77,035	New	+$979K	0.33%	48

Other funds holding KIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Advocates's KIO Position: Q1 2026 in Review

Strategic Advocates reduced its KKR Income Opportunities Fund (KIO) stake by 100% in Q1 2026, selling an estimated $441K and leaving 135 shares worth $1.49K. The position accounts for 0.01% of the portfolio, ranked #224.

Strategic Advocates first reported a position in KIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

Strategic Advocates held 135 shares of KKR Income Opportunities Fund worth $1.49K as of Q1 2026.
Strategic Advocates sold 38,712 KKR Income Opportunities Fund shares in Q1 2026, an estimated $441K.
KKR Income Opportunities Fund made up 0.01% of Strategic Advocates's portfolio in Q1 2026, its #224 holding.
Strategic Advocates first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
Strategic Advocates's KKR Income Opportunities Fund position peaked at $1.04M in Q2 2025.
94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.