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

Atria Wealth Solutions’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
2024 Q2	–	Sell	-13,873	Closed	-$278K	–	1926
2024 Q1	$278K	Buy	13,873 +1,089	+9%	+$20.7K	﹤0.01%	1604
2023 Q4	$222K	Sell	12,784 -13,765	-52%	-$229K	﹤0.01%	1707
2023 Q3	$440K	Sell	26,549 -621	-2%	-$11.2K	0.01%	1189
2023 Q2	$504K	Sell	27,170 -825	-3%	-$14.1K	0.01%	1154
2023 Q1	$491K	Sell	27,995 -1,475	-5%	-$25.1K	0.01%	1147
2022 Q4	$481K	Sell	29,470 -2,749	-9%	-$45.2K	0.01%	1101
2022 Q3	$507K	Buy	32,219 +21,044	+188%	+$363K	0.01%	1011
2022 Q2	$181K	Sell	11,175 -18,322	-62%	-$337K	﹤0.01%	1476
2022 Q1	$648K	Buy	+29,497	New	+$661K	0.01%	925

Other funds holding AIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Atria Wealth Solutions's AIO Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2024, closing a stake of 13,873 shares — an estimated $278K sold.

Atria Wealth Solutions first reported a position in AIO in Q1 2022 and held it in 9 quarters. The position peaked at $648K in Q1 2022. 53 funds tracked by Wall St. Rank hold AIO as of Q2 2024.

Atria Wealth Solutions reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 13,873 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2024, an estimated $278K.
Atria Wealth Solutions first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $648K in Q1 2022.
53 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.