VHAM
KIO

Van Hulzen Asset Management’s KKR Income Opportunities Fund KIO Stock Holding History

Van Hulzen 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
Q1 		– Sell
-1,200
Closed -$16.1K – 739
2024
Q4 		$16.1K Buy
+1,200
New +$16.6K ﹤0.01% 713

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

Van Hulzen Asset Management's KIO Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of KKR Income Opportunities Fund (KIO) in Q1 2025, closing a stake of 1,200 shares — an estimated $16.1K sold.

Van Hulzen Asset Management first reported a position in KIO in Q4 2024 and held it in 1 quarter. The position peaked at $16.1K in Q4 2024. 83 funds tracked by Wall St. Rank hold KIO as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining KKR Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,200 KKR Income Opportunities Fund shares in Q1 2025, an estimated $16.1K.
  • Van Hulzen Asset Management first reported a position in KKR Income Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's KKR Income Opportunities Fund position peaked at $16.1K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.