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UHLMANN PRICE SECURITIES’s KKR Income Opportunities Fund KIO Stock Holding History

UHLMANN PRICE SECURITIES’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 		$145K Buy
12,877
+404
+3% +$4.52K 0.01% 275
2026
Q1 		$137K Buy
12,473
+394
+3% +$4.49K 0.01% 244
2025
Q4 		$140K Buy
12,079
+364
+3% +$4.31K 0.08% 186
2025
Q3 		$148K Buy
11,715
+329
+3% +$4.14K 0.09% 184
2025
Q2 		$143K Buy
11,386
+334
+3% +$4K 0.1% 179
2025
Q1 		$136K Buy
+11,052
New +$140K 0.1% 178

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

UHLMANN PRICE SECURITIES's KIO Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its KKR Income Opportunities Fund (KIO) stake by 3.2% in Q2 2026, buying an estimated $4.52K and bringing the position to 12,877 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #275.

UHLMANN PRICE SECURITIES first reported a position in KIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $148K in Q3 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 12,877 shares of KKR Income Opportunities Fund worth $145K as of Q2 2026.
  • UHLMANN PRICE SECURITIES bought 404 KKR Income Opportunities Fund shares in Q2 2026, an estimated $4.52K.
  • KKR Income Opportunities Fund made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #275 holding.
  • UHLMANN PRICE SECURITIES first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • UHLMANN PRICE SECURITIES's KKR Income Opportunities Fund position peaked at $148K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.