Vanguard Capital Wealth Advisors - KKR INCOME OPPORTUNITIES FD ownership

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KKR INCOME OPPORTUNITIES FD's ticker is KIO and the CUSIP is 48249T106. A total of 63 filers reported holding KKR INCOME OPPORTUNITIES FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
Vanguard Capital Wealth Advisors ownership history of KKR INCOME OPPORTUNITIES FD
ValueSharesWeighting
Q3 2023$418,600
+3.0%
35,0000.0%0.39%
+5.1%
Q2 2023$406,350
+8.8%
35,000
+2.9%
0.37%
-0.8%
Q1 2023$373,320
-0.3%
34,0000.0%0.37%
-14.3%
Q4 2022$374,340
-3.8%
34,0000.0%0.43%
-8.2%
Q3 2022$389,000
-0.5%
34,000
+1.2%
0.47%
+7.0%
Q2 2022$391,000
-18.7%
33,600
+0.6%
0.44%
+28.5%
Q1 2022$481,000
-14.9%
33,4000.0%0.34%
-15.3%
Q4 2021$565,000
+3.3%
33,4000.0%0.41%
+10.6%
Q3 2021$547,000
-1.8%
33,4000.0%0.37%
-13.2%
Q2 2021$557,000
-99.9%
33,4000.0%0.42%
-6.8%
Q1 2021$534,066,000
+110932.4%
33,4000.0%0.45%
+2.7%
Q4 2020$481,000
+17.0%
33,4000.0%0.44%
-7.7%
Q2 2020$411,000
-16.1%
33,400
+7.4%
0.48%
-6.6%
Q4 2019$490,000
+12.1%
31,100
+10.7%
0.51%
+0.6%
Q3 2019$437,000
+0.5%
28,100
+1.4%
0.51%
-3.0%
Q2 2019$435,000
+2.6%
27,700
+1.1%
0.53%
-1.3%
Q1 2019$424,000
+74.5%
27,400
+60.2%
0.53%
+47.2%
Q4 2018$243,000
+19.7%
17,100
+37.9%
0.36%
+56.0%
Q3 2018$203,000–12,400–0.23%–
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Other shareholders
KKR INCOME OPPORTUNITIES FD shareholders Q1 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