TWPM
KIO

Total Wealth Planning & Management’s KKR Income Opportunities Fund KIO Stock Holding History

Total Wealth Planning & 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 		$329K Buy
29,238
+3,584
+14% +$40.1K 0.22% 155
2026
Q1 		$282K Buy
+25,654
New +$293K 0.21% 166

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

Total Wealth Planning & Management's KIO Position: Q2 2026 in Review

Total Wealth Planning & Management increased its KKR Income Opportunities Fund (KIO) stake by 14% in Q2 2026, buying an estimated $40.1K and bringing the position to 29,238 shares worth $329K. The position accounts for 0.22% of the portfolio, ranked #155.

Total Wealth Planning & Management first reported a position in KIO in Q1 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Total Wealth Planning & Management held 29,238 shares of KKR Income Opportunities Fund worth $329K as of Q2 2026.
  • Total Wealth Planning & Management bought 3,584 KKR Income Opportunities Fund shares in Q2 2026, an estimated $40.1K.
  • KKR Income Opportunities Fund made up 0.22% of Total Wealth Planning & Management's portfolio in Q2 2026, its #155 holding.
  • Total Wealth Planning & Management first reported a position in KKR Income Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.