WA
KIO

WealthTrust Axiom’s KKR Income Opportunities Fund KIO Stock Holding History

WealthTrust Axiom’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 		$235K Sell
20,889
-1,064
-5% -$11.9K 0.05% 261
2026
Q1 		$241K Sell
21,953
-245
-1% -$2.79K 0.06% 237
2025
Q4 		$257K Sell
22,198
-716
-3% -$8.48K 0.07% 217
2025
Q3 		$289K Hold
22,914
– – 0.08% 197
2025
Q2 		$288K Sell
22,914
-3,677
-14% -$44K 0.08% 188
2025
Q1 		$327K Buy
+26,591
New +$338K 0.1% 180

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

WealthTrust Axiom's KIO Position: Q2 2026 in Review

WealthTrust Axiom reduced its KKR Income Opportunities Fund (KIO) stake by 4.8% in Q2 2026, selling an estimated $11.9K and leaving 20,889 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #261.

WealthTrust Axiom first reported a position in KIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $327K in Q1 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • WealthTrust Axiom held 20,889 shares of KKR Income Opportunities Fund worth $235K as of Q2 2026.
  • WealthTrust Axiom sold 1,064 KKR Income Opportunities Fund shares in Q2 2026, an estimated $11.9K.
  • KKR Income Opportunities Fund made up 0.05% of WealthTrust Axiom's portfolio in Q2 2026, its #261 holding.
  • WealthTrust Axiom first reported a position in KKR Income Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • WealthTrust Axiom's KKR Income Opportunities Fund position peaked at $327K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.