Boaz Weinstein’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Boaz Weinstein’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	$5.05M	Sell	179,928 -63,899	-26%	-$1.63M	0.13%	124
2026 Q1	$5.22M	Buy	+243,827	New	+$5.48M	0.14%	112

Other funds holding AIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Boaz Weinstein's AIO Position: Q2 2026 in Review

Boaz Weinstein reduced its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 26% in Q2 2026, selling an estimated $1.63M and leaving 179,928 shares worth $5.05M. The position accounts for 0.13% of the portfolio, ranked #124.

Boaz Weinstein first reported a position in AIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.22M in Q1 2026. 84 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

Boaz Weinstein held 179,928 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $5.05M as of Q2 2026.
Boaz Weinstein sold 63,899 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $1.63M.
Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.13% of Boaz Weinstein's portfolio in Q2 2026, its #124 holding.
Boaz Weinstein first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
Boaz Weinstein's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $5.22M in Q1 2026.
84 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.