WS
KIO

Wedbush Securities’s KKR Income Opportunities Fund KIO Stock Holding History

Wedbush 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 		$693K Buy
61,574
+18,471
+43% +$207K 0.02% 603
2026
Q1 		$474K Sell
43,103
-788
-2% -$8.99K 0.01% 697
2025
Q4 		$509K Buy
43,891
+8,055
+22% +$95.4K 0.01% 674
2025
Q3 		$452K Sell
35,836
-1,433
-4% -$18.1K 0.01% 693
2025
Q2 		$468K Buy
37,269
+6,795
+22% +$81.3K 0.02% 654
2025
Q1 		$375K Buy
30,474
+339
+1% +$4.31K 0.01% 713
2024
Q4 		$403K Sell
30,135
-225
-0.7% -$3.1K 0.01% 684
2024
Q3 		$448K Buy
30,360
+4,677
+18% +$66.7K 0.02% 644
2024
Q2 		$352K Sell
25,683
-331
-1% -$4.44K 0.01% 795
2024
Q1 		$352K Buy
26,014
+6,293
+32% +$81.8K 0.01% 794
2023
Q4 		$248K Buy
19,721
+325
+2% +$3.87K 0.01% 856
2023
Q3 		$232K Buy
19,396
+4,116
+27% +$49.2K 0.01% 848
2023
Q2 		$177K Buy
+15,280
New +$171K 0.01% 952
2017
Q3 		– Sell
-19,965
Closed -$349K – 855
2017
Q2 		$349K Buy
+19,965
New +$349K 0.05% 500

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

Wedbush Securities's KIO Position: Q2 2026 in Review

Wedbush Securities increased its KKR Income Opportunities Fund (KIO) stake by 43% in Q2 2026, buying an estimated $207K and bringing the position to 61,574 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #603.

Wedbush Securities first reported a position in KIO in Q2 2017 and has held it in 14 quarters since. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Wedbush Securities held 61,574 shares of KKR Income Opportunities Fund worth $693K as of Q2 2026.
  • Wedbush Securities bought 18,471 KKR Income Opportunities Fund shares in Q2 2026, an estimated $207K.
  • KKR Income Opportunities Fund made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #603 holding.
  • Wedbush Securities first reported a position in KKR Income Opportunities Fund in Q2 2017 and has held it in 14 quarters since.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.