AA
AIO

Ancora Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Ancora Advisors’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.14K Hold
100
– – ﹤0.01% 2120
2025
Q4 		$2.17K Hold
100
– – ﹤0.01% 2118
2025
Q3 		$2.4K Hold
100
– – ﹤0.01% 1645
2025
Q2 		$2.48K Hold
100
– – ﹤0.01% 1614
2025
Q1 		$2.06K Hold
100
– – ﹤0.01% 1523
2024
Q4 		$2.47K Hold
100
– – ﹤0.01% 1543
2024
Q3 		$2.2K Hold
100
– – ﹤0.01% 1538
2024
Q2 		$2.17K Hold
100
– – ﹤0.01% 1557
2024
Q1 		$2.01K Hold
100
– – ﹤0.01% 1552
2023
Q4 		$1.74K Hold
100
– – ﹤0.01% 1499
2023
Q3 		$1.65K Hold
100
– – ﹤0.01% 1501
2023
Q2 		$1.84K Hold
100
– – ﹤0.01% 1490
2023
Q1 		$1.74K Buy
+100
New +$1.7K ﹤0.01% 1545

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return