Position in KIO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,520
+$35 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#84
of 90 holders
Holding Since
Mar 2025
6 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, 2026Strategic Advocates LLC holds $481,664 across 13 Asset Management names. KIO ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
22,621 | $248,604 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
|
10,400 | $126,048 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
1,444 | $43,565 | |
| 4 | FSK |
FS KKR Capital Corp
|
2,526 | $26,523 | |
| 5 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
323 | $9,066 | |
| 6 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
367 | $8,639 | |
| 7 | LGI |
Lazard Global Total Return & Income Fund Inc
|
451 | $8,334 | |
| 8 | ACP |
abrdn Income Credit Strategies Fund
|
586 | $3,047 |
All Filings in KIO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,520 | 135 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,485 | 135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $450,236 | 38,847 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $582,649 | 46,242 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $1,035,760 | 82,465 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $946,760 | 77,035 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||