Kovack Advisors, Inc.
Position in KIO — KKR Income Opportunities Fund
CIK 1728321
FT. LAUDERDALE, FL
Position in KIO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,439,805
+$954,519 QoQ
Shares Held
216,679
+60.5% QoQ
Ownership
0.529%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#9
of 90 holders
Holding Since
Mar 2023
14 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, 2026Kovack Advisors, Inc. holds $77,475,447 across 102 Asset Management names. KIO ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
1,270,887 | $23,981,637 | |
| 2 | FSCO |
FS Credit Opportunities Corp.
|
829,494 | $4,139,175 | |
| 3 | FSK |
FS KKR Capital Corp
|
297,876 | $3,127,698 | |
| 4 | KIO |
KKR Income Opportunities Fund
This page
|
216,679 | $2,439,805 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
125,119 | $2,089,487 | |
| 6 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
233,414 | $1,764,609 | |
| 7 | JFR |
Nuveen Floating Rate Income Fund
|
208,325 | $1,597,852 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
27,007 | $1,150,228 |
All Filings in KIO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,439,805 | 216,679 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,485,286 | 135,026 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,829,863 | 157,883 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,387,449 | 110,115 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,398,116 | 111,315 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,212,592 | 98,665 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $589,322 | 44,045 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $689,956 | 46,745 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $804,806 | 58,745 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $919,975 | 67,945 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $888,736 | 70,703 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $524,266 | 43,835 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $133,979 | 11,540 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $131,221 | 11,951 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||