SPC
KIO

Sigma Planning Corp’s KKR Income Opportunities Fund KIO Stock Holding History

Sigma Planning Corp’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
2022
Q4 		– Sell
-11,229
Closed -$128K – 1307
2022
Q3 		$128K Buy
11,229
+238
+2% +$2.89K ﹤0.01% 1171
2022
Q2 		$128K Sell
10,991
-1,926
-15% -$25.1K ﹤0.01% 1204
2022
Q1 		$186K Sell
12,917
-705
-5% -$10.8K 0.01% 1271
2021
Q4 		$230K Buy
13,622
+186
+1% +$3.05K 0.01% 1216
2021
Q3 		$220K Buy
13,436
+183
+1% +$3.01K 0.01% 1223
2021
Q2 		$221K Buy
13,253
+128
+1% +$2.07K 0.01% 1238
2021
Q1 		$208K Buy
13,125
+190
+1% +$2.88K 0.01% 1195
2020
Q4 		$187K Sell
12,935
-1,013
-7% -$14.1K 0.01% 1120
2020
Q3 		$189K Sell
13,948
-5,228
-27% -$69.3K 0.01% 967
2020
Q2 		$236K Sell
19,176
-1,945
-9% -$22.2K 0.01% 871
2020
Q1 		$225K Buy
21,121
+350
+2% +$5.09K 0.01% 743
2019
Q4 		$328K Sell
20,771
-4,528
-18% -$69.8K 0.01% 755
2019
Q3 		$394K Sell
25,299
-2,952
-10% -$46K 0.02% 665
2019
Q2 		$444K Sell
28,251
-1,441
-5% -$22.7K 0.02% 584
2019
Q1 		$460K Sell
29,692
-6,399
-18% -$97.9K 0.03% 538
2018
Q4 		$514K Sell
36,091
-4,172
-10% -$64.3K 0.04% 431
2018
Q3 		$661K Sell
40,263
-7,218
-15% -$121K 0.04% 394
2018
Q2 		$786K Sell
47,481
-6,197
-12% -$100K 0.05% 340
2018
Q1 		$852K Sell
53,678
-5,297
-9% -$84K 0.06% 297
2017
Q4 		$947K Buy
58,975
+16,316
+38% +$269K 0.07% 274
2017
Q3 		$764K Buy
42,659
+11,255
+36% +$197K 0.06% 323
2017
Q2 		$549K Buy
+31,404
New +$549K 0.05% 378

Other funds holding KIO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sigma Planning Corp's KIO Position: Q4 2022 in Review

Sigma Planning Corp sold out of KKR Income Opportunities Fund (KIO) in Q4 2022, closing a stake of 11,229 shares — an estimated $128K sold.

Sigma Planning Corp first reported a position in KIO in Q2 2017 and held it in 22 quarters. The position peaked at $947K in Q4 2017. 48 funds tracked by Wall St. Rank hold KIO as of Q4 2022.

  • Sigma Planning Corp reported no remaining KKR Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 11,229 KKR Income Opportunities Fund shares in Q4 2022, an estimated $128K.
  • Sigma Planning Corp first reported a position in KKR Income Opportunities Fund in Q2 2017 and held it in 22 quarters.
  • Sigma Planning Corp's KKR Income Opportunities Fund position peaked at $947K in Q4 2017.
  • 48 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.