AW
AIO

Alteri Wealth’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Alteri Wealth’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$392K Buy
15,795
+1,750
+12% +$43.4K 0.15% 165
2025
Q1 		$290K Buy
14,045
+1,235
+10% +$25.5K 0.13% 187
2024
Q4 		$316K Buy
+12,810
New +$316K 0.09% 175