Calamos Advisors
AIO

Calamos Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Calamos 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
Q1 		$714K Buy
33,363
+3,970
+14% +$89.2K ﹤0.01% 853
2025
Q4 		$639K Buy
+29,393
New +$687K ﹤0.01% 739

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Calamos Advisors's AIO Position: Q1 2026 in Review

Calamos Advisors increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 14% in Q1 2026, buying an estimated $89.2K and bringing the position to 33,363 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Calamos Advisors first reported a position in AIO in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold AIO as of Q1 2026.

  • Calamos Advisors held 33,363 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $714K as of Q1 2026.
  • Calamos Advisors bought 3,970 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2026, an estimated $89.2K.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Calamos Advisors's portfolio in Q1 2026, its #853 holding.
  • Calamos Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.