MHS
KIO

M Holdings Securities’s KKR Income Opportunities Fund KIO Stock Holding History

M Holdings Securities’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
-14,716
Closed -$217K – 137
2024
Q3 		$217K Sell
14,716
-1,520
-9% -$21.7K 0.05% 87
2024
Q2 		$222K Buy
+16,236
New +$218K 0.03% 271
2024
Q1 		– Sell
-16,236
Closed -$204K – 161
2023
Q4 		$204K Sell
16,236
-10,790
-40% -$128K 0.02% 180
2023
Q3 		$323K Buy
+27,026
New +$323K 0.04% 179

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

M Holdings Securities's KIO Position: Q4 2024 in Review

M Holdings Securities sold out of KKR Income Opportunities Fund (KIO) in Q4 2024, closing a stake of 14,716 shares — an estimated $217K sold.

M Holdings Securities first reported a position in KIO in Q3 2023 and held it in 4 quarters. The position peaked at $323K in Q3 2023. 66 funds tracked by Wall St. Rank hold KIO as of Q4 2024.

  • M Holdings Securities reported no remaining KKR Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • M Holdings Securities sold 14,716 KKR Income Opportunities Fund shares in Q4 2024, an estimated $217K.
  • M Holdings Securities first reported a position in KKR Income Opportunities Fund in Q3 2023 and held it in 4 quarters.
  • M Holdings Securities's KKR Income Opportunities Fund position peaked at $323K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2024.

Based on M Holdings Securities's 13F filing for Q4 2024, filed 11 Feb 2025.