Capital Investment Advisors, LLC
Position in KIO — KKR Income Opportunities Fund
CIK 1582732
ATLANTA, GA
Position in KIO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,531,078
-$12,497 QoQ
Shares Held
135,975
-3.1% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#14
of 90 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Investment Advisors, LLC holds $124,807,225 across 109 Asset Management names. KIO ranks #26 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
1,481,041 | $9,093,591 | |
| 2 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
2,329,618 | $8,479,809 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
|
668,720 | $6,834,318 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
296,331 | $5,523,609 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
|
580,562 | $5,439,865 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
394,802 | $4,386,250 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
316,233 | $3,712,575 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
305,660 | $3,704,599 |
All Filings in KIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,078 | 135,975 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,543,575 | 140,325 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,657,984 | 143,053 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,924,045 | 152,702 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,937,003 | 154,220 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,911,869 | 155,563 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,206,669 | 164,923 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,632,416 | 178,348 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,464,945 | 179,923 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,487,406 | 183,708 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,263,806 | 180,096 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,136,079 | 178,602 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,758,125 | 151,432 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,411,204 | 128,525 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,265,489 | 114,940 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $1,335,288 | 116,721 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,269,714 | 109,082 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,366,968 | 94,731 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,576,351 | 93,165 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,557,197 | 95,067 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,584,433 | 94,990 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,436,028 | 90,773 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,214,342 | 84,154 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,156,598 | 85,484 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,062,304 | 86,226 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $926,503 | 86,914 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||