WP
KIO

WealthPLAN Partners’s KKR Income Opportunities Fund KIO Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-530
Closed -$5.82K – 1334
2023
Q1 		$5.82K Buy
+530
New +$5.98K ﹤0.01% 978

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's KIO Position: Q2 2023 in Review

WealthPLAN Partners sold out of KKR Income Opportunities Fund (KIO) in Q2 2023, closing a stake of 530 shares — an estimated $5.82K sold.

WealthPLAN Partners first reported a position in KIO in Q1 2023 and held it in 1 quarter. The position peaked at $5.82K in Q1 2023. 57 funds tracked by Wall St. Rank hold KIO as of Q2 2023.

  • WealthPLAN Partners reported no remaining KKR Income Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 530 KKR Income Opportunities Fund shares in Q2 2023, an estimated $5.82K.
  • WealthPLAN Partners first reported a position in KKR Income Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's KKR Income Opportunities Fund position peaked at $5.82K in Q1 2023.
  • 57 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.