Fortitude Advisory Group L.L.C.
Position in KIO — KKR Income Opportunities Fund
CIK 1928999
GIG HARBOR, WA
Position in KIO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$180,903
+$4,177 QoQ
Shares Held
16,066
0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#49
of 90 holders
Holding Since
Mar 2025
6 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, 2026Fortitude Advisory Group L.L.C. holds $14,207,130 across 43 Asset Management names. KIO ranks #35 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHD |
Blackrock Muniholdings Fund, Inc.
|
105,020 | $1,249,738 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
25,156 | $758,956 | |
| 3 | MMT |
Aberdeen Multi-Market Income Fund
|
163,481 | $719,316 | |
| 4 | NZF |
Nuveen Municipal Credit Income Fund
|
53,924 | $683,756 | |
| 5 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
53,680 | $622,688 | |
| 6 | MIN |
Aberdeen Intermediate Income Fund
|
219,928 | $543,222 | |
| 7 | NBB |
Nuveen Taxable Municipal Income Fund
|
30,274 | $477,723 | |
| 8 | NXP |
Nuveen Select Tax Free Income Portfolio
|
31,826 | $455,430 |
All Filings in KIO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,903 | 16,066 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $176,726 | 16,066 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $186,204 | 16,066 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $202,431 | 16,066 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $157,012 | 12,501 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $153,637 | 12,501 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||