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 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 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

UHLMANN PRICE SECURITIES's KIO Position: Q1 2026 in Review

UHLMANN PRICE SECURITIES increased its KKR Income Opportunities Fund (KIO) stake by 3.3% in Q1 2026, buying an estimated $4.49K and bringing the position to 12,473 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #244.

UHLMANN PRICE SECURITIES first reported a position in KIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $148K in Q3 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

UHLMANN PRICE SECURITIES held 12,473 shares of KKR Income Opportunities Fund worth $137K as of Q1 2026.
UHLMANN PRICE SECURITIES bought 394 KKR Income Opportunities Fund shares in Q1 2026, an estimated $4.49K.
KKR Income Opportunities Fund made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q1 2026, its #244 holding.
UHLMANN PRICE SECURITIES first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 5 quarters since.
UHLMANN PRICE SECURITIES's KKR Income Opportunities Fund position peaked at $148K in Q3 2025.
94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q1 2026, filed 16 Apr 2026.