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 Q2	–	Sell	-100	Closed	-$2.14K	–	2005
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ancora Advisors's AIO Position: Q2 2026 in Review

Ancora Advisors sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2026, closing a stake of 100 shares — an estimated $2.14K sold.

Ancora Advisors first reported a position in AIO in Q1 2023 and held it in 13 quarters. The position peaked at $2.48K in Q2 2025. 84 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

Ancora Advisors reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 100 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $2.14K.
Ancora Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2023 and held it in 13 quarters.
Ancora Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $2.48K in Q2 2025.
84 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.