Graves Light Lenhart Wealth, Inc. - 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
Graves Light Lenhart Wealth, Inc. ownership history of KKR INCOME OPPORTUNITIES FD
ValueSharesWeighting
Q3 2023$161,990
+1.6%
13,7280.0%0.02%0.0%
Q2 2023$159,382
+5.7%
13,7280.0%0.02%
-4.3%
Q1 2023$150,733
-0.3%
13,7280.0%0.02%0.0%
Q4 2022$151,145
-3.7%
13,7280.0%0.02%
-11.5%
Q3 2022$157,000
-1.9%
13,7280.0%0.03%
+8.3%
Q2 2022$160,000
-19.2%
13,7280.0%0.02%
-14.3%
Q1 2022$198,000
-14.7%
13,7280.0%0.03%
-15.2%
Q4 2021$232,000
+3.1%
13,7280.0%0.03%
-8.3%
Q3 2021$225,000
-1.7%
13,7280.0%0.04%
-2.7%
Q2 2021$229,000
+5.5%
13,7280.0%0.04%0.0%
Q1 2021$217,000
+9.6%
13,7280.0%0.04%0.0%
Q4 2020$198,000
+6.5%
13,7280.0%0.04%
-9.8%
Q3 2020$186,000
+10.1%
13,7280.0%0.04%
+2.5%
Q2 2020$169,000
+15.8%
13,7280.0%0.04%
+2.6%
Q1 2020$146,000
-32.7%
13,7280.0%0.04%
-15.2%
Q4 2019$217,000
+2.8%
13,7280.0%0.05%
-2.1%
Q3 2019$211,000
-2.3%
13,7280.0%0.05%
-7.8%
Q2 2019$216,000
+1.4%
13,7280.0%0.05%
-3.8%
Q1 2019$213,000
+8.7%
13,7280.0%0.05%
-8.6%
Q4 2018$196,00013,7280.06%
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