HGA
KIO

Hobbs Group Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

Hobbs Group 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
Q4 		– Sell
-1,000
Closed -$14.8K – 395
2024
Q3 		$14.8K Hold
1,000
– – 0.01% 383
2024
Q2 		$13.7K Buy
+1,000
New +$13.4K 0.01% 353
2023
Q4 		$12.6K Buy
+1,000
New +$11.9K 0.01% 328

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hobbs Group Advisors's KIO Position: Q4 2024 in Review

Hobbs Group Advisors sold out of KKR Income Opportunities Fund (KIO) in Q4 2024, closing a stake of 1,000 shares — an estimated $14.8K sold.

Hobbs Group Advisors first reported a position in KIO in Q4 2023 and held it in 3 quarters. The position peaked at $14.8K in Q3 2024. 66 funds tracked by Wall St. Rank hold KIO as of Q4 2024.

  • Hobbs Group Advisors reported no remaining KKR Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 1,000 KKR Income Opportunities Fund shares in Q4 2024, an estimated $14.8K.
  • Hobbs Group Advisors first reported a position in KKR Income Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's KKR Income Opportunities Fund position peaked at $14.8K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.