IFG
KIO

Independent Financial Group’s KKR Income Opportunities Fund KIO Stock Holding History

Independent Financial 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
2024
Q4 		– Sell
-17,069
Closed -$252K – 1202
2024
Q3 		$252K Buy
17,069
+2,100
+14% +$30K 0.01% 945
2024
Q2 		$205K Buy
+14,969
New +$201K 0.01% 1015

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

Independent Financial Group's KIO Position: Q4 2024 in Review

Independent Financial Group sold out of KKR Income Opportunities Fund (KIO) in Q4 2024, closing a stake of 17,069 shares — an estimated $252K sold.

Independent Financial Group first reported a position in KIO in Q2 2024 and held it in 2 quarters. The position peaked at $252K in Q3 2024. 66 funds tracked by Wall St. Rank hold KIO as of Q4 2024.

  • Independent Financial Group reported no remaining KKR Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 17,069 KKR Income Opportunities Fund shares in Q4 2024, an estimated $252K.
  • Independent Financial Group first reported a position in KKR Income Opportunities Fund in Q2 2024 and held it in 2 quarters.
  • Independent Financial Group's KKR Income Opportunities Fund position peaked at $252K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.