BWA
KIO

BDO Wealth Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

BDO Wealth Advisors’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
Q2 		– Sell
-323
Closed -$3.55K – 1027
2023
Q1 		$3.55K Buy
+323
New +$3.65K ﹤0.01% 843

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
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

BDO Wealth Advisors's KIO Position: Q2 2023 in Review

BDO Wealth Advisors sold out of KKR Income Opportunities Fund (KIO) in Q2 2023, closing a stake of 323 shares — an estimated $3.55K sold.

BDO Wealth Advisors first reported a position in KIO in Q1 2023 and held it in 1 quarter. The position peaked at $3.55K in Q1 2023. 57 funds tracked by Wall St. Rank hold KIO as of Q2 2023.

  • BDO Wealth Advisors reported no remaining KKR Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 323 KKR Income Opportunities Fund shares in Q2 2023, an estimated $3.55K.
  • BDO Wealth Advisors first reported a position in KKR Income Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's KKR Income Opportunities Fund position peaked at $3.55K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.