AIP
KIO

Ahrens Investment Partners’s KKR Income Opportunities Fund KIO Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$17.6K Buy
+1,600
New +$18.1K 0.01% 492
2022
Q3 		– Sell
-1,900
Closed -$22K – 567
2022
Q2 		$22K Sell
1,900
-800
-30% -$10.4K 0.01% 482
2022
Q1 		$39K Sell
2,700
-2,000
-43% -$30.6K 0.01% 445
2021
Q4 		$80K Buy
+4,700
New +$77.2K 0.04% 324

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ahrens Investment Partners's KIO Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in KKR Income Opportunities Fund (KIO) in Q1 2023: 1,600 shares worth $17.6K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in KIO as recently as Q2 2022.

Ahrens Investment Partners first reported a position in KIO in Q4 2021 and has held it in 4 quarters since. The position peaked at $80K in Q4 2021. 63 funds tracked by Wall St. Rank hold KIO as of Q1 2023.

  • Ahrens Investment Partners held 1,600 shares of KKR Income Opportunities Fund worth $17.6K as of Q1 2023.
  • KKR Income Opportunities Fund was a new Ahrens Investment Partners position in Q1 2023.
  • KKR Income Opportunities Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #492 holding.
  • Ahrens Investment Partners first reported a position in KKR Income Opportunities Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's KKR Income Opportunities Fund position peaked at $80K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.