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 $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SRC

Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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.