Ameriprise
KIO

Ameriprise’s KKR Income Opportunities Fund KIO Stock Holding History

Ameriprise’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
2024
Q2 		– Sell
-35,127
Closed -$499K – 3907
2024
Q1 		$499K Sell
35,127
-11,426
-25% -$148K ﹤0.01% 3416
2023
Q4 		$585K Buy
+46,553
New +$554K ﹤0.01% 3391
2014
Q4 		– Sell
-2,888
Closed -$50K – 4079
2014
Q3 		$50K Buy
2,888
+1,250
+76% +$22.5K ﹤0.01% 4014
2014
Q2 		$31K Buy
+1,638
New +$29.7K ﹤0.01% 4117

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise's KIO Position: Q2 2024 in Review

Ameriprise sold out of KKR Income Opportunities Fund (KIO) in Q2 2024, closing a stake of 35,127 shares — an estimated $499K sold.

Ameriprise first reported a position in KIO in Q2 2014 and held it in 4 quarters. The position peaked at $585K in Q4 2023. 52 funds tracked by Wall St. Rank hold KIO as of Q2 2024.

  • Ameriprise reported no remaining KKR Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Ameriprise sold 35,127 KKR Income Opportunities Fund shares in Q2 2024, an estimated $499K.
  • Ameriprise first reported a position in KKR Income Opportunities Fund in Q2 2014 and held it in 4 quarters.
  • Ameriprise's KKR Income Opportunities Fund position peaked at $585K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2024.

Based on Ameriprise's 13F filing for Q2 2024, filed 14 Aug 2024.