EverSource Wealth Advisors, LLC
Position in KIO — KKR Income Opportunities Fund
CIK 1710537
BIRMINGHAM, AL
Position in KIO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,453
+$772 QoQ
Shares Held
2,971
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $98,653,939 across 134 Asset Management names. KIO ranks #76 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
287,811 | $32,480,794 | |
| 2 | APO |
Apollo Global Management, Inc.
|
254,392 | $30,097,113 | |
| 3 | KKR |
KKR & Co. Inc.
|
108,313 | $9,940,961 | |
| 4 | BX |
Blackstone Inc.
|
63,714 | $7,497,219 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
167,767 | $3,165,763 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
82,485 | $2,488,572 | |
| 7 | STT |
State Street Corp
|
27,532 | $1,612,852 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
29,499 | $1,186,744 |
All Filings in KIO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,453 | 2,971 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $32,681 | 2,971 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $34,433 | 2,971 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,536 | 1,868 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,511 | 1,235 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||