1776 Wealth LLC - KKR INCOME OPPORTUNITIES FD ownership

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%.

Quarter-by-quarter ownership
1776 Wealth LLC ownership history of KKR INCOME OPPORTUNITIES FD
ValueSharesWeighting
Q2 2023$152,602
+5.7%
13,1440.0%0.08%
-8.0%
Q1 2023$144,321
+99431.7%
13,1440.0%0.09%
-16.3%
Q4 2022$145
-99.9%
13,1440.0%0.10%
-8.8%
Q3 2022$150,000
-87.0%
13,1440.0%0.11%
-85.9%
Q2 2022$1,153,000
+506.8%
13,1440.0%0.81%
+635.5%
Q1 2022$190,000
-14.4%
13,1440.0%0.11%
-7.6%
Q4 2021$222,000
-40.0%
13,144
-41.7%
0.12%
-43.6%
Q3 2021$370,000
-40.5%
22,560
-39.5%
0.21%
-39.9%
Q2 2021$622,000
+5.4%
37,3070.0%0.35%
-5.6%
Q1 2021$590,000
-0.8%
37,307
-9.6%
0.37%0.0%
Q4 2020$595,000
+8.0%
41,261
+1.2%
0.37%
-7.0%
Q3 2020$551,000
+13.8%
40,787
+3.8%
0.40%
+20.5%
Q2 2020$484,000
-35.2%
39,286
-34.1%
0.33%
+5.1%
Q1 2020$747,000
+116.5%
59,659
+172.6%
0.32%
+7.5%
Q4 2019$345,00021,8880.29%
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