B. Riley Wealth Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

B. Riley Wealth 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	$260K	Buy	+9,359	New	+$239K	0.01%	675
2024 Q4	–	Sell	-14,170	Closed	-$310K	–	1140
2024 Q3	$310K	Sell	14,170 -175	-1%	-$3.71K	0.01%	935
2024 Q2	$311K	Buy	14,345 +1,323	+10%	+$26.5K	0.01%	1019
2024 Q1	$217K	Sell	13,022 -77	-0.6%	-$1.47K	0.01%	1233
2023 Q4	$230K	Buy	13,099 +77	+0.6%	+$1.28K	0.01%	1190
2023 Q3	$217K	Sell	13,022 -491	-4%	-$8.86K	0.01%	1233
2023 Q2	$251K	Sell	13,513 -9,273	-41%	-$159K	0.01%	1219
2023 Q1	$400K	Buy	22,786 +1,624	+8%	+$27.7K	0.01%	917
2022 Q4	$346K	Sell	21,162 -5,736	-21%	-$94.3K	0.01%	964
2022 Q3	$420K	Buy	26,898 +14,770	+122%	+$255K	0.01%	834
2022 Q2	$197K	Sell	12,128 -9,584	-44%	-$177K	0.01%	1042
2022 Q1	$475K	Buy	+21,712	New	+$487K	0.02%	776
2020 Q4	–	Sell	-12,036	Closed	-$260K	–	1028
2020 Q3	$260K	Buy	+12,036	New	+$252K	0.01%	752

Other funds holding AIO

HWAM

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

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

B. Riley Wealth Advisors's AIO Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2026: 9,359 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #675 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in AIO as recently as Q3 2024.

B. Riley Wealth Advisors first reported a position in AIO in Q3 2020 and has held it in 13 quarters since. The position peaked at $475K in Q1 2022. 14 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

B. Riley Wealth Advisors held 9,359 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $260K as of Q2 2026.
Virtus Artificial Intelligence & Technology Opportunities Fund was a new B. Riley Wealth Advisors position in Q2 2026.
Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #675 holding.
B. Riley Wealth Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2020 and has held it in 13 quarters since.
B. Riley Wealth Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $475K in Q1 2022.
14 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.