VF
KIO

Virtu Financial’s KKR Income Opportunities Fund KIO Stock Holding History

Virtu Financial’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 		– Sell
-15,894
Closed -$184K – 1987
2025
Q4 		$184K Sell
15,894
-244
-2% -$2.89K 0.01% 1052
2025
Q3 		$203K Buy
+16,138
New +$203K 0.01% 913
2024
Q1 		– Sell
-12,891
Closed -$162K – 1747
2023
Q4 		$162K Buy
+12,891
New +$153K 0.01% 905

Other funds holding KIO

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Virtu Financial's KIO Position: Q1 2026 in Review

Virtu Financial sold out of KKR Income Opportunities Fund (KIO) in Q1 2026, closing a stake of 15,894 shares — an estimated $184K sold.

Virtu Financial first reported a position in KIO in Q4 2023 and held it in 3 quarters. The position peaked at $203K in Q3 2025. 94 funds tracked by Wall St. Rank hold KIO as of Q1 2026.

  • Virtu Financial reported no remaining KKR Income Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Virtu Financial sold 15,894 KKR Income Opportunities Fund shares in Q1 2026, an estimated $184K.
  • Virtu Financial first reported a position in KKR Income Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • Virtu Financial's KKR Income Opportunities Fund position peaked at $203K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2026.

Based on Virtu Financial's 13F filing for Q1 2026, filed 14 May 2026.