ACP
AIO

Aveo Capital Partners’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Aveo Capital Partners’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 		– Sell
-13,299
Closed -$284K – 6
2025
Q1 		$284K Buy
+13,299
New +$313K 0.05% 148

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
AAM
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
SPIA
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Aveo Capital Partners's AIO Position: Q2 2025 in Review

Aveo Capital Partners sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2025, closing a stake of 13,299 shares — an estimated $284K sold.

Aveo Capital Partners first reported a position in AIO in Q1 2025 and held it in 1 quarter. The position peaked at $284K in Q1 2025. 63 funds tracked by Wall St. Rank hold AIO as of Q2 2025.

  • Aveo Capital Partners reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 13,299 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2025, an estimated $284K.
  • Aveo Capital Partners first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2025 and held it in 1 quarter.
  • Aveo Capital Partners's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $284K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.