MAM
KIO

Marquette Asset Management’s KKR Income Opportunities Fund KIO Stock Holding History

Marquette Asset Management’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
Q3 		– Sell
-1,082
Closed -$14.8K – 245
2024
Q2 		$14.8K Hold
1,082
– – ﹤0.01% 163
2024
Q1 		$14.6K Hold
1,082
– – ﹤0.01% 163
2023
Q4 		$13.6K Hold
1,082
– – ﹤0.01% 166
2023
Q3 		$12.9K Hold
1,082
– – ﹤0.01% 204
2023
Q2 		$12.6K Hold
1,082
– – ﹤0.01% 215
2023
Q1 		$11.9K Buy
1,082
+11
+1% +$124 ﹤0.01% 177
2022
Q4 		$11.8K Buy
+1,071
New +$12K ﹤0.01% 184

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Marquette Asset Management's KIO Position: Q3 2024 in Review

Marquette Asset Management sold out of KKR Income Opportunities Fund (KIO) in Q3 2024, closing a stake of 1,082 shares — an estimated $14.8K sold.

Marquette Asset Management first reported a position in KIO in Q4 2022 and held it in 7 quarters. The position peaked at $14.8K in Q2 2024. 59 funds tracked by Wall St. Rank hold KIO as of Q3 2024.

  • Marquette Asset Management reported no remaining KKR Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Marquette Asset Management sold 1,082 KKR Income Opportunities Fund shares in Q3 2024, an estimated $14.8K.
  • Marquette Asset Management first reported a position in KKR Income Opportunities Fund in Q4 2022 and held it in 7 quarters.
  • Marquette Asset Management's KKR Income Opportunities Fund position peaked at $14.8K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2024.

Based on Marquette Asset Management's 13F filing for Q3 2024, filed 8 Oct 2024.