Avantax Advisory Services
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Avantax Advisory Services’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$309K Buy
+12,462
New +$274K ﹤0.01% 1885

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Avantax Advisory Services's AIO Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2025: 12,462 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings.

63 funds tracked by Wall St. Rank hold AIO as of Q2 2025.

  • Avantax Advisory Services held 12,462 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $309K as of Q2 2025.
  • Virtus Artificial Intelligence & Technology Opportunities Fund was a new Avantax Advisory Services position in Q2 2025.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1885 holding.
  • 63 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.