U.S. Capital Wealth Advisors’s KKR Income Opportunities Fund KIO Stock Holding History

U.S. Capital Wealth Advisors’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 Q3	–	Sell	-15,150	Closed	-$176K	–	655
2022 Q2	$176K	Buy	+15,150	New	+$197K	0.01%	630
2021 Q4	–	Sell	-11,780	Closed	-$193K	–	740
2021 Q3	$193K	Buy	+11,780	New	+$193K	0.01%	688

Other funds holding KIO

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return

U.S. Capital Wealth Advisors's KIO Position: Q3 2022 in Review

U.S. Capital Wealth Advisors sold out of KKR Income Opportunities Fund (KIO) in Q3 2022, closing a stake of 15,150 shares — an estimated $176K sold.

U.S. Capital Wealth Advisors first reported a position in KIO in Q3 2021 and held it in 2 quarters. The position peaked at $193K in Q3 2021. 53 funds tracked by Wall St. Rank hold KIO as of Q3 2022.

U.S. Capital Wealth Advisors reported no remaining KKR Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 15,150 KKR Income Opportunities Fund shares in Q3 2022, an estimated $176K.
U.S. Capital Wealth Advisors first reported a position in KKR Income Opportunities Fund in Q3 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's KKR Income Opportunities Fund position peaked at $193K in Q3 2021.
53 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.