Virtus Artificial Intelligence & Technology Opportunities Fund

AIO

Capitalización de mercado USD 803 M

#	Nombre	Posición	Valor operado	Cambio en acciones	Cambio en la participación
51	51 Focus Partners Wealth Boston, Massachusetts	USD 304 k	+USD 277 k	+10,818	Nuevas
52	AG 52 AmeriFlex Group Las Vegas, Nevada	USD 303 k	–	–	–
53	WAP 53 Wealthcare Advisory Partners West Chester, Pennsylvania	USD 292 k	+USD 1.02 k	+40	+0.4%
54	JWCA 54 J.W. Cole Advisors Tampa, Florida	USD 276 k	+USD 251 k	+9,818	Nuevas
55	55 Concurrent Investment Advisors Tampa, Florida	USD 272 k	+USD 4.48 k	+175	+2%
56	56 HighTower Advisors Chicago, Illinois	USD 261 k	+USD 238 k	+9,315	Nuevas
57	57 B. Riley Wealth Advisors Boca Raton, Florida	USD 260 k	+USD 239 k	+9,359	Nuevas
58	58 Mercer Global Advisors Denver, Colorado	USD 259 k	-USD 18.4 k	-718	-7%
59	59 Blue Bell Private Wealth Management Blue Bell, Pennsylvania	USD 243 k	+USD 36.8 k	+1,437	+20%
60	DJYG 60 David J. Yvars Group University Park, Florida	USD 242 k	-USD 96.4 k	-3,766	-30%
61	61 AQR Capital Management Greenwich, Connecticut	USD 232 k	+USD 211 k	+8,250	Nuevas
62	62 Stockman Wealth Management Billings, Montana	USD 228 k	+USD 208 k	+8,131	Nuevas
63	63 Envestnet Asset Management Chicago, Illinois	USD 225 k	+USD 205 k	+7,999	Nuevas
64	CNWM 64 Clay Northam Wealth Management Huntington Beach, California	USD 215 k	+USD 196 k	+7,661	Nuevas
65	65 PNC Financial Services Group Pittsburgh, Pennsylvania	USD 202 k	–	–	–
66	66 NBC Securities Birmingham, Alabama	USD 182 k	+USD 1.84 k	+72	+1%
67	67 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	USD 110 k	+USD 36.5 k	+1,425	+57%
68	68 Fifth Third Bancorp Cincinnati, Ohio	USD 97.7 k	-USD 12.7 k	-495	-12%
69	69 Rockefeller Capital Management New York	USD 75.4 k	-USD 16.2 k	-634	-19%
70	70 Geneos Wealth Management Englewood, Colorado	USD 50.2 k	–	–	–
71	71 Continuum Advisory Eagle, Idaho	USD 28.1 k	+USD 25.6 k	+1,000	Nuevas
72	72 US Bancorp Minneapolis, Minnesota	USD 28.1 k	+USD 25.6 k	+1,000	Nuevas
73	73 UBS AM Chicago, Illinois	USD 23.2 k	–	–	–
74	74 AssetMark Inc Concord, California	USD 16.3 k	+USD 14.8 k	+580	Nuevas
75	75 Farther Finance Advisors San Francisco, California	USD 16.1 k	–	–	–