AWM
KIO

Aries Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Aries Wealth Management’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
2022
Q4 		– Sell
-10,568
Closed -$117K – 192
2022
Q3 		$117K Hold
10,568
– – 0.05% 176
2022
Q2 		$123K Buy
+10,568
New +$138K 0.06% 169
2022
Q1 		– Sell
-10,568
Closed -$179K – 149
2021
Q4 		$179K Buy
+10,568
New +$174K 0.07% 183

Other funds holding KIO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aries Wealth Management's KIO Position: Q4 2022 in Review

Aries Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q4 2022, closing a stake of 10,568 shares — an estimated $117K sold.

Aries Wealth Management first reported a position in KIO in Q4 2021 and held it in 3 quarters. The position peaked at $179K in Q4 2021. 48 funds tracked by Wall St. Rank hold KIO as of Q4 2022.

  • Aries Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Aries Wealth Management sold 10,568 KKR Income Opportunities Fund shares in Q4 2022, an estimated $117K.
  • Aries Wealth Management first reported a position in KKR Income Opportunities Fund in Q4 2021 and held it in 3 quarters.
  • Aries Wealth Management's KKR Income Opportunities Fund position peaked at $179K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2022.

Based on Aries Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.