TSMHT
KIO icon

Thurston Springer Miller Herd & Titak’s KKR Income Opportunities Fund KIO Stock Holding History

Thurston Springer Miller Herd & Titak’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
-1,470
Closed -$18.5K – 999
2025
Q2 		$18.5K Buy
+1,470
New +$17.6K ﹤0.01% 971

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's KIO Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of KKR Income Opportunities Fund (KIO) in Q3 2025, closing a stake of 1,470 shares — an estimated $18.5K sold.

Thurston Springer Miller Herd & Titak first reported a position in KIO in Q2 2025 and held it in 1 quarter. The position peaked at $18.5K in Q2 2025. 95 funds tracked by Wall St. Rank hold KIO as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining KKR Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 1,470 KKR Income Opportunities Fund shares in Q3 2025, an estimated $18.5K.
  • Thurston Springer Miller Herd & Titak first reported a position in KKR Income Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • Thurston Springer Miller Herd & Titak's KKR Income Opportunities Fund position peaked at $18.5K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.