Alphacentric Income Opp-IIOFIX
13F holders, Q4 2024 (December 31)2holders
0new positions
0sold out
$7.35avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Alphacentric Income Opp-I (IOFIX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($3.1M) and Tucker Asset Management LLC ($6K).
- Company
- Alphacentric Income Opp-I
- CUSIP
- 62827M144
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 7,037 shares bought, net +7,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.40% | Add +1.7% | 420,105 | $3.1M |
| Tucker Asset Management LLC | 0.00% | Add +2.1% | 838 | $6K |
"% of holder's portfolio" is IOFIX's weight in each manager's 13F, not the share of Alphacentric Income Opp-I the manager owns.