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Mission Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Mission Wealth 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
Q1 		– Sell
-16,000
Closed -$201K – 692
2023
Q4 		$201K Hold
16,000
– – 0.01% 558
2023
Q3 		$191K Buy
+16,000
New +$191K 0.01% 521

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mission Wealth Management's KIO Position: Q1 2024 in Review

Mission Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q1 2024, closing a stake of 16,000 shares — an estimated $201K sold.

Mission Wealth Management first reported a position in KIO in Q3 2023 and held it in 2 quarters. The position peaked at $201K in Q4 2023. 55 funds tracked by Wall St. Rank hold KIO as of Q1 2024.

  • Mission Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Mission Wealth Management sold 16,000 KKR Income Opportunities Fund shares in Q1 2024, an estimated $201K.
  • Mission Wealth Management first reported a position in KKR Income Opportunities Fund in Q3 2023 and held it in 2 quarters.
  • Mission Wealth Management's KKR Income Opportunities Fund position peaked at $201K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2024.

Based on Mission Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.