CA
KIO

Cetera Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Cetera 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
2024
Q1 		$574K Buy
+42,374
New +$551K ﹤0.01% 1514

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 $852M AUM 0.1% 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 Advisors's KIO Position: Q1 2024 in Review

Cetera Advisors opened a new position in KKR Income Opportunities Fund (KIO) in Q1 2024: 42,374 shares worth $574K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings.

55 funds tracked by Wall St. Rank hold KIO as of Q1 2024.

  • Cetera Advisors held 42,374 shares of KKR Income Opportunities Fund worth $574K as of Q1 2024.
  • KKR Income Opportunities Fund was a new Cetera Advisors position in Q1 2024.
  • KKR Income Opportunities Fund made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1514 holding.
  • 55 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2024.

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