KIO — KKR INCOME OPPORTUNITIES FD

Ownership history in 1776 Wealth LLC · 23 quarters on record

This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in KKR INCOME OPPORTUNITIES FD (KIO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.81% (2022 Q2)

Avg. % of fund

0.2%

First filed

2019 Q4

Last filed

2025 Q3

Quarters held

23

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	REDUCED	11,944	-1,200	-9.1%	0.06%	$150K	$11.84
2025 Q2	UNCHANGED	13,144	—	0%	0.07%	$165K	$11.46
2025 Q1	UNCHANGED	13,144	—	0%	0.07%	$162K	$10.87
2024 Q4	UNCHANGED	13,144	—	0%	0.08%	$176K	$11.51

% of Fund (quarterly) KIO price (monthly, adj. close)

Other funds also holding KIO

As of 2025 Q4 — sorted by position size

Rareview Capital LLC 1.22% Shaker Financial Services, LLC 3Y 7Y 1.13% Logan Stone Capital, LLC 3Y 0.48% Joseph P. Lucia & Associates, LLC 3Y 0.44% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.25% Carnegie Lake Advisors LLC 0.19% Virtus Investment Advisers, LLC 3Y 7Y 0.18% Penserra Capital Management LLC 3Y 7Y 0.17% Strategic Advocates LLC 0.12% Kovack Advisors, Inc. 3Y 7Y 0.11%

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