CAN
KIO

Cetera Advisor Networks’s KKR Income Opportunities Fund KIO Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$215K Buy
15,852
+3,436
+28% +$44.7K ﹤0.01% 2539
2023
Q4 		$156K Buy
+12,416
New +$148K ﹤0.01% 2592
2020
Q3 		– Sell
-4,073
Closed -$50K – 2182
2020
Q2 		$50K Buy
+4,073
New +$46.5K ﹤0.01% 1885

Other funds holding KIO

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisor Networks's KIO Position: Q1 2024 in Review

Cetera Advisor Networks increased its KKR Income Opportunities Fund (KIO) stake by 28% in Q1 2024, buying an estimated $44.7K and bringing the position to 15,852 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Cetera Advisor Networks first reported a position in KIO in Q2 2020 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold KIO as of Q1 2024.

  • Cetera Advisor Networks held 15,852 shares of KKR Income Opportunities Fund worth $215K as of Q1 2024.
  • Cetera Advisor Networks bought 3,436 KKR Income Opportunities Fund shares in Q1 2024, an estimated $44.7K.
  • KKR Income Opportunities Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2539 holding.
  • Cetera Advisor Networks first reported a position in KKR Income Opportunities Fund in Q2 2020 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.