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Gilman Hill Asset Management’s KKR Income Opportunities Fund KIO Stock Holding History

Gilman Hill Asset Management’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
2025
Q4 		– Sell
-13,235
Closed -$167K – 237
2025
Q3 		$167K Buy
+13,235
New +$167K 0.03% 224

Other funds holding KIO

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PCM
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GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Gilman Hill Asset Management's KIO Position: Q4 2025 in Review

Gilman Hill Asset Management sold out of KKR Income Opportunities Fund (KIO) in Q4 2025, closing a stake of 13,235 shares — an estimated $167K sold.

Gilman Hill Asset Management first reported a position in KIO in Q3 2025 and held it in 1 quarter. The position peaked at $167K in Q3 2025. 95 funds tracked by Wall St. Rank hold KIO as of Q4 2025.

  • Gilman Hill Asset Management reported no remaining KKR Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Gilman Hill Asset Management sold 13,235 KKR Income Opportunities Fund shares in Q4 2025, an estimated $167K.
  • Gilman Hill Asset Management first reported a position in KKR Income Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Gilman Hill Asset Management's KKR Income Opportunities Fund position peaked at $167K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2025.

Based on Gilman Hill Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.