B. Riley Wealth Advisors
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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
Q3 		$220K Sell
8,838
-521
-6% -$13.4K 0.01% 890
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% -$1.46K 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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

B. Riley Wealth Advisors's AIO Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 5.6% in Q3 2026, selling an estimated $13.4K and leaving 8,838 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #890.

B. Riley Wealth Advisors first reported a position in AIO in Q3 2020 and has held it in 14 quarters since. The position peaked at $475K in Q1 2022. 69 funds tracked by Wall St. Rank hold AIO as of Q3 2026.

  • B. Riley Wealth Advisors held 8,838 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $220K as of Q3 2026.
  • B. Riley Wealth Advisors sold 521 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q3 2026, an estimated $13.4K.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #890 holding.
  • B. Riley Wealth Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2020 and has held it in 14 quarters since.
  • B. Riley Wealth Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $475K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.