Tower Research Capital (TRC)’s KKR Income Opportunities Fund KIO Stock Holding History

Tower Research Capital (TRC)’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	$462	Buy	+41	New	+$459	﹤0.01%	5027
2024 Q3	–	Sell	-44	Closed	-$603	–	5864
2024 Q2	$603	Buy	+44	New	+$590	﹤0.01%	5292
2022 Q2	–	Sell	-412	Closed	-$6K	–	6316
2022 Q1	$6K	Buy	+412	New	+$6.3K	﹤0.01%	4895
2015 Q2	–	Sell	-572	Closed	-$9K	–	4733
2015 Q1	$9K	Buy	+572	New	+$9.4K	﹤0.01%	2863
2014 Q3	–	Sell	-2,203	Closed	-$41K	–	4658
2014 Q2	$41K	Sell	2,203 -2,390	-52%	-$43.3K	0.01%	1394
2014 Q1	$82K	Sell	4,593 -5,085	-53%	-$92.2K	0.01%	808
2013 Q4	$174K	Sell	9,678 -2,872	-23%	-$51K	0.03%	582
2013 Q3	$218K	Buy	+12,550	New	+$231K	0.02%	694

Other funds holding KIO

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tower Research Capital (TRC)'s KIO Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in KKR Income Opportunities Fund (KIO) in Q2 2026: 41 shares worth $462. The stake represents ﹤0.01% of the portfolio and ranks #5027 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in KIO as recently as Q2 2024.

Tower Research Capital (TRC) first reported a position in KIO in Q3 2013 and has held it in 8 quarters since. The position peaked at $218K in Q3 2013. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

Tower Research Capital (TRC) held 41 shares of KKR Income Opportunities Fund worth $462 as of Q2 2026.
KKR Income Opportunities Fund was a new Tower Research Capital (TRC) position in Q2 2026.
KKR Income Opportunities Fund made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #5027 holding.
Tower Research Capital (TRC) first reported a position in KKR Income Opportunities Fund in Q3 2013 and has held it in 8 quarters since.
Tower Research Capital (TRC)'s KKR Income Opportunities Fund position peaked at $218K in Q3 2013.
90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.