GWSG
KIO

GPS Wealth Strategies Group’s KKR Income Opportunities Fund KIO Stock Holding History

GPS Wealth Strategies Group’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
2021
Q2 		– Sell
-300
Closed -$4K – 1050
2021
Q1 		$4K Buy
+300
New +$4.55K ﹤0.01% 793

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

GPS Wealth Strategies Group's KIO Position: Q2 2021 in Review

GPS Wealth Strategies Group sold out of KKR Income Opportunities Fund (KIO) in Q2 2021, closing a stake of 300 shares — an estimated $4K sold.

GPS Wealth Strategies Group first reported a position in KIO in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 47 funds tracked by Wall St. Rank hold KIO as of Q2 2021.

  • GPS Wealth Strategies Group reported no remaining KKR Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 300 KKR Income Opportunities Fund shares in Q2 2021, an estimated $4K.
  • GPS Wealth Strategies Group first reported a position in KKR Income Opportunities Fund in Q1 2021 and held it in 1 quarter.
  • GPS Wealth Strategies Group's KKR Income Opportunities Fund position peaked at $4K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2021.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2021, filed 19 Jul 2021.