Capital Investment Advisors, LLC - KKR INCOME OPPORTUNITIES FD ownership

KKR INCOME OPPORTUNITIES FD's ticker is KIO and the CUSIP is 48249T106. A total of 57 filers reported holding KKR INCOME OPPORTUNITIES FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisors, LLC ownership history of KKR INCOME OPPORTUNITIES FD
ValueSharesWeighting
Q4 2023$2,263,811
+6.0%
180,096
+0.8%
0.06%
-3.4%
Q3 2023$2,136,080
+21.5%
178,602
+17.9%
0.06%
+9.3%
Q2 2023$1,758,122
+24.6%
151,432
+17.8%
0.05%
+28.6%
Q1 2023$1,411,209
+111458.0%
128,525
+11.8%
0.04%
+10.5%
Q4 2022$1,265
-99.9%
114,940
-1.5%
0.04%
-17.4%
Q3 2022$1,335,000
+5.1%
116,721
+7.0%
0.05%
+9.5%
Q2 2022$1,270,000
-7.1%
109,082
+15.1%
0.04%0.0%
Q1 2022$1,367,000
-13.3%
94,731
+1.7%
0.04%
-12.5%
Q4 2021$1,576,000
+1.2%
93,165
-2.0%
0.05%
-7.7%
Q3 2021$1,557,000
-1.7%
95,067
+0.1%
0.05%
-5.5%
Q2 2021$1,584,000
+10.3%
94,990
+4.6%
0.06%
+1.9%
Q1 2021$1,436,000
+18.3%
90,773
+7.9%
0.05%
+5.9%
Q4 2020$1,214,000
+4.9%
84,154
-1.6%
0.05%
-7.3%
Q3 2020$1,157,000
+8.9%
85,484
-0.9%
0.06%0.0%
Q2 2020$1,062,000
+14.6%
86,226
-0.8%
0.06%
-6.8%
Q1 2020$927,000
-37.3%
86,914
-7.2%
0.06%
-16.9%
Q4 2019$1,478,000
+5.0%
93,649
+3.6%
0.07%
-4.1%
Q3 2019$1,407,000
+12.0%
90,371
+13.2%
0.07%
+7.2%
Q2 2019$1,256,000
+6.4%
79,841
+4.7%
0.07%0.0%
Q1 2019$1,180,000
+17.1%
76,223
+7.8%
0.07%
+3.0%
Q4 2018$1,008,000
-14.6%
70,719
-1.7%
0.07%
-4.3%
Q3 2018$1,180,000
-2.4%
71,906
-1.5%
0.07%
-6.7%
Q2 2018$1,209,000
+5.4%
73,029
+1.1%
0.08%0.0%
Q1 2018$1,147,000
+3.1%
72,229
+4.3%
0.08%
+2.7%
Q4 2017$1,112,000
-12.5%
69,257
-2.5%
0.07%
-16.1%
Q3 2017$1,271,000
+1.0%
71,007
-1.3%
0.09%
-3.3%
Q2 2017$1,258,000
+1.7%
71,950
-1.1%
0.09%
-4.3%
Q1 2017$1,237,000
+28.9%
72,749
+21.4%
0.09%
+16.0%
Q4 2016$960,000
+0.5%
59,918
+0.5%
0.08%
-3.6%
Q3 2016$955,000
+3.9%
59,614
-2.3%
0.08%
-2.3%
Q2 2016$919,000
-23.5%
61,041
-26.8%
0.09%
-27.1%
Q1 2016$1,202,000
-23.2%
83,442
-26.1%
0.12%
-26.7%
Q4 2015$1,566,000
-12.3%
112,894
-8.0%
0.16%
-19.5%
Q3 2015$1,786,000
-6.9%
122,684
+0.8%
0.20%
-2.9%
Q2 2015$1,918,000
-6.9%
121,720
-2.8%
0.21%
-5.5%
Q1 2015$2,061,000
+43.5%
125,205
+41.1%
0.22%
+37.1%
Q4 2014$1,436,00088,7490.16%
Other shareholders
KKR INCOME OPPORTUNITIES FD shareholders Q3 2023
NameSharesValueWeighting ↓
SAGE RHINO CAPITAL LLC 235,852$3,403,0001.34%
Joseph P. Lucia & Associates, LLC 115,444$1,666,0001.16%
Shaker Financial Services, LLC 163,899$2,365,0000.99%
Highlander Capital Management, LLC 64,252$927,0000.52%
Vanguard Capital Wealth Advisors 33,400$481,0000.44%
1776 Wealth LLC 41,261$595,0000.37%
ROBINSON CAPITAL MANAGEMENT, LLC 39,476$571,0000.32%
Summit X, LLC 40,766$587,0000.17%
Virtus ETF Advisers LLC 28,471$411,0000.17%
SIT INVESTMENT ASSOCIATES INC 420,519$6,068,0000.16%
View complete list of KKR INCOME OPPORTUNITIES FD shareholders