UR
KIO

USCA RIA’s KKR Income Opportunities Fund KIO Stock Holding History

USCA RIA’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 		$175K Hold
10,520
– – 0.01% 550
2021
Q1 		$166K Buy
+10,520
New +$160K 0.01% 504

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

USCA RIA's KIO Position: Q2 2021 in Review

USCA RIA held its KKR Income Opportunities Fund (KIO) position steady in Q2 2021 at 10,520 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #550.

USCA RIA first reported a position in KIO in Q1 2021 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold KIO as of Q2 2021.

  • USCA RIA held 10,520 shares of KKR Income Opportunities Fund worth $175K as of Q2 2021.
  • USCA RIA left its KKR Income Opportunities Fund share count unchanged in Q2 2021.
  • KKR Income Opportunities Fund made up 0.01% of USCA RIA's portfolio in Q2 2021, its #550 holding.
  • USCA RIA first reported a position in KKR Income Opportunities Fund in Q1 2021 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.