CA
KIO

Calton & Associates’s KKR Income Opportunities Fund KIO Stock Holding History

Calton & Associates’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
-12,815
Closed -$141K – 231
2023
Q1 		$141K Buy
+12,815
New +$145K 0.07% 220

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

Calton & Associates's KIO Position: Q2 2023 in Review

Calton & Associates sold out of KKR Income Opportunities Fund (KIO) in Q2 2023, closing a stake of 12,815 shares — an estimated $141K sold.

Calton & Associates first reported a position in KIO in Q1 2023 and held it in 1 quarter. The position peaked at $141K in Q1 2023. 57 funds tracked by Wall St. Rank hold KIO as of Q2 2023.

  • Calton & Associates reported no remaining KKR Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Calton & Associates sold 12,815 KKR Income Opportunities Fund shares in Q2 2023, an estimated $141K.
  • Calton & Associates first reported a position in KKR Income Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • Calton & Associates's KKR Income Opportunities Fund position peaked at $141K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2023.

Based on Calton & Associates's 13F filing for Q2 2023, filed 24 Jul 2023.