SXL
KIO

Summit X LLC’s KKR Income Opportunities Fund KIO Stock Holding History

Summit X LLC’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
Q3 		– Sell
-42,476
Closed -$533K – 138
2025
Q2 		$533K Sell
42,476
-15,030
-26% -$180K 0.1% 138
2025
Q1 		$707K Sell
57,506
-17,241
-23% -$219K 0.15% 107
2024
Q4 		$1M Sell
74,747
-1,768
-2% -$24.4K 0.22% 83
2024
Q3 		$1.05M Sell
76,515
-81
-0.1% -$1.16K 0.25% 79
2024
Q2 		$1.05M Sell
76,596
-1,946
-2% -$26.1K 0.24% 81
2024
Q1 		$1.06M Sell
78,542
-21,404
-21% -$278K 0.27% 75
2023
Q4 		$1.26M Sell
99,946
-2,142
-2% -$25.5K 0.36% 61
2023
Q3 		$1.22M Sell
102,088
-2,846
-3% -$34K 0.39% 54
2023
Q2 		$1.22M Sell
104,934
-1,814
-2% -$20.3K 0.3% 65
2023
Q1 		$1.17M Buy
106,748
+59,906
+128% +$676K 0.3% 65
2022
Q4 		$545K Sell
46,842
-24,420
-34% -$274K 0.16% 141
2022
Q3 		$816K Buy
71,262
+24,419
+52% +$297K 0.24% 93
2022
Q2 		$546K Buy
46,843
+4,095
+10% +$53.4K 0.16% 141
2022
Q1 		$615K Sell
42,748
-908
-2% -$13.9K 0.15% 135
2021
Q4 		$740K Buy
43,656
+2,182
+5% +$35.8K 0.17% 120
2021
Q3 		$680K Sell
41,474
-494
-1% -$8.11K 0.17% 126
2021
Q2 		$700K Buy
41,968
+373
+0.9% +$6.03K 0.18% 127
2021
Q1 		$658K Buy
41,595
+829
+2% +$12.6K 0.18% 125
2020
Q4 		$587K Sell
40,766
-25,109
-38% -$350K 0.17% 128
2020
Q3 		$825 Sell
65,875
-3,163
-5% -$41.9K 0.01% 261
2020
Q2 		$851K Sell
69,038
-13,691
-17% -$156K 0.31% 79
2020
Q1 		$881K Buy
+82,729
New +$1.2M 0.41% 62

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit X LLC's KIO Position: Q3 2025 in Review

Summit X LLC sold out of KKR Income Opportunities Fund (KIO) in Q3 2025, closing a stake of 42,476 shares — an estimated $533K sold.

Summit X LLC first reported a position in KIO in Q1 2020 and held it in 22 quarters. The position peaked at $1.26M in Q4 2023. 95 funds tracked by Wall St. Rank hold KIO as of Q3 2025.

  • Summit X LLC reported no remaining KKR Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 42,476 KKR Income Opportunities Fund shares in Q3 2025, an estimated $533K.
  • Summit X LLC first reported a position in KKR Income Opportunities Fund in Q1 2020 and held it in 22 quarters.
  • Summit X LLC's KKR Income Opportunities Fund position peaked at $1.26M in Q4 2023.
  • 95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.