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
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 $1.66T 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