Joseph P. Lucia & Associates, LLC - KKR INCOME OPPORTUNITIES FD ownership

KKR INCOME OPPORTUNITIES FD's ticker is KIO and the CUSIP is 48249T106. A total of 53 filers reported holding KKR INCOME OPPORTUNITIES FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of KKR INCOME OPPORTUNITIES FD
ValueSharesWeighting
Q3 2023$1,106,145
+2.3%
92,487
-0.7%
0.77%
+6.8%
Q2 2023$1,081,321
+4.9%
93,137
-0.8%
0.72%
+0.8%
Q1 2023$1,030,381
+6.6%
93,842
+6.9%
0.72%
-0.8%
Q4 2022$966,428
-5.5%
87,777
-1.9%
0.72%
-9.8%
Q3 2022$1,023,000
+4.1%
89,454
+5.9%
0.80%
+15.7%
Q2 2022$983,000
-18.2%
84,433
+1.4%
0.69%
-5.1%
Q1 2022$1,202,000
-27.8%
83,274
-15.4%
0.73%
-30.9%
Q4 2021$1,665,000
+0.1%
98,376
-3.2%
1.06%
+7.3%
Q3 2021$1,664,000
-4.8%
101,614
-3.0%
0.99%
-5.6%
Q2 2021$1,748,000
+0.2%
104,768
-5.0%
1.04%
+34.2%
Q1 2021$1,744,000
+4.7%
110,270
-4.5%
0.78%
-33.1%
Q4 2020$1,666,000
-9.2%
115,444
-14.9%
1.16%
-32.1%
Q3 2020$1,835,000
+10.9%
135,588
+0.9%
1.71%
+15.0%
Q2 2020$1,655,000
+9.5%
134,329
-5.3%
1.49%
-11.4%
Q1 2020$1,512,000
-27.3%
141,838
+7.7%
1.68%
-11.1%
Q4 2019$2,079,000
+19.1%
131,752
+17.5%
1.89%
+5.2%
Q3 2019$1,745,000
+17.2%
112,088
+18.4%
1.80%
+15.1%
Q2 2019$1,489,000
-97.5%
94,685
-89.9%
1.56%
-64.5%
Q1 2019$59,085,000938,2554.40%
Other shareholders
KKR INCOME OPPORTUNITIES FD shareholders Q4 2020
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