SeaCrest Wealth Management, LLC
Position in KIO — KKR Income Opportunities Fund
CIK 1728121
PURCHASE, NY
Position in KIO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$176,579
+$8,202 QoQ
Shares Held
15,682
+2.4% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#51
of 90 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SeaCrest Wealth Management, LLC holds $23,369,598 across 59 Asset Management names. KIO ranks #54 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
201,835 | $3,808,626 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
49,691 | $1,499,177 | |
| 3 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
30,250 | $849,117 | |
| 4 | AOD |
abrdn Total Dynamic Dividend Fund
|
68,907 | $710,431 | |
| 5 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
40,000 | $628,800 | |
| 6 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
32,979 | $599,228 | |
| 7 | APO |
Apollo Global Management, Inc.
|
5,027 | $594,744 | |
| 8 | OPP |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
|
74,142 | $572,376 |
All Filings in KIO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,579 | 15,682 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $168,377 | 15,307 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $189,821 | 16,378 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $201,234 | 15,971 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $197,342 | 15,712 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $193,432 | 15,739 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $325,093 | 24,297 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $347,332 | 23,532 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $307,674 | 22,458 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $302,334 | 22,329 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $273,648 | 21,770 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $289,719 | 24,224 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $277,153 | 23,872 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $318,343 | 28,993 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $134,806 | 12,244 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $136,307 | 11,915 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $83,679 | 7,189 | Shares | Sole | 2022-08-09 | |
| 2020-12-31 | $204,559 | 14,176 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $309,945 | 22,908 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $303,466 | 24,632 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $269,911 | 25,320 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||