RWM
KIO

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

RBA 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
2021
Q2 		– Sell
-924
Closed -$14.6K – 167
2021
Q1 		$14.6K Buy
+924
New +$14K 0.01% 130

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

RBA Wealth Management's KIO Position: Q2 2021 in Review

RBA Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q2 2021, closing a stake of 924 shares — an estimated $14.6K sold.

RBA Wealth Management first reported a position in KIO in Q1 2021 and held it in 1 quarter. The position peaked at $14.6K in Q1 2021. 47 funds tracked by Wall St. Rank hold KIO as of Q2 2021.

  • RBA Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 924 KKR Income Opportunities Fund shares in Q2 2021, an estimated $14.6K.
  • RBA Wealth Management first reported a position in KKR Income Opportunities Fund in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's KKR Income Opportunities Fund position peaked at $14.6K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.