Wedbush Securities
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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
Q3 		$756K Buy
73,443
+11,869
+19% +$130K 0.02% 570
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Wedbush Securities's KIO Position: Q3 2026 in Review

Wedbush Securities increased its KKR Income Opportunities Fund (KIO) stake by 19% in Q3 2026, buying an estimated $130K and bringing the position to 73,443 shares worth $756K. The position accounts for 0.02% of the portfolio, ranked #570.

Wedbush Securities first reported a position in KIO in Q2 2017 and has held it in 15 quarters since. 19 funds tracked by Wall St. Rank hold KIO as of Q3 2026.

  • Wedbush Securities held 73,443 shares of KKR Income Opportunities Fund worth $756K as of Q3 2026.
  • Wedbush Securities bought 11,869 KKR Income Opportunities Fund shares in Q3 2026, an estimated $130K.
  • KKR Income Opportunities Fund made up 0.02% of Wedbush Securities's portfolio in Q3 2026, its #570 holding.
  • Wedbush Securities first reported a position in KKR Income Opportunities Fund in Q2 2017 and has held it in 15 quarters since.
  • 19 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.