Alphacentric Income Opp-IIOFIX
13F holders, Q1 2025 (March 31)1holders −1
0new positions
1sold out
$7.35avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Alphacentric Income Opp-I (IOFIX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holder was Ethos Financial Group, LLC ($3.1M).
- Company
- Alphacentric Income Opp-I
- CUSIP
- 62827M144
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $6K |
All 13F filers, Q4 2024 → Q1 2025: 838 shares sold, net −838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.30% | No change | 420,105 | $3.1M |
"% of holder's portfolio" is IOFIX's weight in each manager's 13F, not the share of Alphacentric Income Opp-I the manager owns.