KIO — KKR INCOME OPPORTUNITIES FD

Ownership history in Kovack Advisors, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Kovack Advisors, Inc. 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
0.14% (2025 Q2)
Avg. % of fund
0.09%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 157,883 +47,768 +43.4% 0.11% $1.4M $11.22
2025 Q3 REDUCED 110,115 -1,200 -1.1% 0.13% $1.4M $11.84
2025 Q2 ADDED 111,315 +12,650 +12.8% 0.14% $1.4M $11.46
2025 Q1 ADDED 98,665 +54,620 +124.0% 0.13% $1.2M $10.87
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% TrueMark Investments, LLC 0.1%
← Back to Kovack Advisors, Inc. Holdings