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

Avior 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
2025
Q1 		– Sell
-376
Closed -$5.03K – 1598
2024
Q4 		$5.03K Hold
376
– – ﹤0.01% 1852
2024
Q3 		$5.55K Hold
376
– – ﹤0.01% 1737
2024
Q2 		$5.15K Buy
+376
New +$5.05K ﹤0.01% 1713

Other funds holding KIO

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Avior Wealth Management's KIO Position: Q1 2025 in Review

Avior Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q1 2025, closing a stake of 376 shares — an estimated $5.03K sold.

Avior Wealth Management first reported a position in KIO in Q2 2024 and held it in 3 quarters. The position peaked at $5.55K in Q3 2024. 83 funds tracked by Wall St. Rank hold KIO as of Q1 2025.

  • Avior Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 376 KKR Income Opportunities Fund shares in Q1 2025, an estimated $5.03K.
  • Avior Wealth Management first reported a position in KKR Income Opportunities Fund in Q2 2024 and held it in 3 quarters.
  • Avior Wealth Management's KKR Income Opportunities Fund position peaked at $5.55K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.