NW
KIO

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

Naviter 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
2025
Q1 		– Sell
-10,373
Closed -$139K – 288
2024
Q4 		$139K Buy
+10,373
New +$143K 0.02% 269

Other funds holding KIO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Naviter Wealth's KIO Position: Q1 2025 in Review

Naviter Wealth sold out of KKR Income Opportunities Fund (KIO) in Q1 2025, closing a stake of 10,373 shares — an estimated $139K sold.

Naviter Wealth first reported a position in KIO in Q4 2024 and held it in 1 quarter. The position peaked at $139K in Q4 2024. 83 funds tracked by Wall St. Rank hold KIO as of Q1 2025.

  • Naviter Wealth reported no remaining KKR Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Naviter Wealth sold 10,373 KKR Income Opportunities Fund shares in Q1 2025, an estimated $139K.
  • Naviter Wealth first reported a position in KKR Income Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Naviter Wealth's KKR Income Opportunities Fund position peaked at $139K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2025.

Based on Naviter Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.