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Impact Partnership Wealth’s KKR Income Opportunities Fund KIO Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-944
Closed -$11K – 1127
2023
Q2 		$11K Buy
+944
New +$10.6K ﹤0.01% 413

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return

Impact Partnership Wealth's KIO Position: Q3 2023 in Review

Impact Partnership Wealth sold out of KKR Income Opportunities Fund (KIO) in Q3 2023, closing a stake of 944 shares — an estimated $11K sold.

Impact Partnership Wealth first reported a position in KIO in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 57 funds tracked by Wall St. Rank hold KIO as of Q3 2023.

  • Impact Partnership Wealth reported no remaining KKR Income Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 944 KKR Income Opportunities Fund shares in Q3 2023, an estimated $11K.
  • Impact Partnership Wealth first reported a position in KKR Income Opportunities Fund in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's KKR Income Opportunities Fund position peaked at $11K in Q2 2023.
  • 57 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.