SW
KIO

Simplicity Wealth’s KKR Income Opportunities Fund KIO Stock Holding History

Simplicity Wealth’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
-75,082
Closed -$1.03M – 870
2024
Q2 		$1.03M Buy
+75,082
New +$1.01M 0.02% 518

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

Simplicity Wealth's KIO Position: Q3 2024 in Review

Simplicity Wealth sold out of KKR Income Opportunities Fund (KIO) in Q3 2024, closing a stake of 75,082 shares — an estimated $1.03M sold.

Simplicity Wealth first reported a position in KIO in Q2 2024 and held it in 1 quarter. The position peaked at $1.03M in Q2 2024. 59 funds tracked by Wall St. Rank hold KIO as of Q3 2024.

  • Simplicity Wealth reported no remaining KKR Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 75,082 KKR Income Opportunities Fund shares in Q3 2024, an estimated $1.03M.
  • Simplicity Wealth first reported a position in KKR Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's KKR Income Opportunities Fund position peaked at $1.03M in Q2 2024.
  • 59 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.