IA
KIO

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

IFP 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
2023
Q1 		– Sell
-83
Closed -$4K – 3962
2022
Q4 		$4K Buy
+83
New +$930 ﹤0.01% 3906

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IFP Advisors's KIO Position: Q1 2023 in Review

IFP Advisors sold out of KKR Income Opportunities Fund (KIO) in Q1 2023, closing a stake of 83 shares — an estimated $4K sold.

IFP Advisors first reported a position in KIO in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 63 funds tracked by Wall St. Rank hold KIO as of Q1 2023.

  • IFP Advisors reported no remaining KKR Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 83 KKR Income Opportunities Fund shares in Q1 2023, an estimated $4K.
  • IFP Advisors first reported a position in KKR Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • IFP Advisors's KKR Income Opportunities Fund position peaked at $4K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.