Ownership history in Kovack Advisors, Inc. Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Kovack Advisors, Inc. underperformed the S&P 500 by β6.3% annually on this KIO position. Timing score: 73% (8/11 decisions correct). Average cost basis: $10.30. Maximum drawdown during holding period: β12.1%.
β Significantly underperformed the S&P 500 by 6.3% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $7.72 (2023 Q1) Β· Worst: $11.46 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 6 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.11% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size