KIO — KKR INCOME OPPORTUNITIES FD COM

Ownership history in Plotkin Financial Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in KKR INCOME OPPORTUNITIES FD COM (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
0.1% (2024 Q4)
Avg. % of fund
0.09%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 12,938 — 0% 0.08% $163K $11.84
2025 Q2 UNCHANGED 12,938 — 0% 0.09% $163K $11.46
2025 Q1 UNCHANGED 12,938 — 0% 0.10% $159K $10.87
2024 Q4 INITIATED 12,938 — — 0.10% $173K $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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