Cambridge Investment Research Advisors
AIO

Cambridge Investment Research Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Cambridge Investment Research 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
2025
Q2 		– Sell
-97,615
Closed -$2.01M – 3615
2025
Q1 		$2.01M Sell
97,615
-221
-0.2% -$5.2K 0.01% 1340
2024
Q4 		$2.41M Buy
97,836
+20,839
+27% +$487K 0.01% 1225
2024
Q3 		$1.69M Buy
76,997
+6,570
+9% +$139K 0.01% 1484
2024
Q2 		$1.53M Buy
70,427
+7,767
+12% +$155K 0.01% 1473
2024
Q1 		$1.26M Buy
62,660
+7,900
+14% +$150K ﹤0.01% 1575
2023
Q4 		$953K Buy
54,760
+10,700
+24% +$178K ﹤0.01% 1687
2023
Q3 		$727K Buy
44,060
+12,886
+41% +$233K ﹤0.01% 1784
2023
Q2 		$574K Buy
31,174
+11,934
+62% +$205K ﹤0.01% 2022
2023
Q1 		$335K Buy
19,240
+1,500
+8% +$25.6K ﹤0.01% 2394
2022
Q4 		$287K Buy
+17,740
New +$292K ﹤0.01% 2463
2022
Q1 		– Sell
-10,657
Closed -$264K – 3162
2021
Q4 		$264K Buy
10,657
+119
+1% +$3.23K ﹤0.01% 2658
2021
Q3 		$281K Sell
10,538
-448
-4% -$12.3K ﹤0.01% 2514
2021
Q2 		$305K Buy
10,986
+2,640
+32% +$71.8K ﹤0.01% 2459
2021
Q1 		$222K Buy
+8,346
New +$231K ﹤0.01% 2527

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cambridge Investment Research Advisors's AIO Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2025, closing a stake of 97,615 shares — an estimated $2.01M sold.

Cambridge Investment Research Advisors first reported a position in AIO in Q1 2021 and held it in 14 quarters. The position peaked at $2.41M in Q4 2024. 63 funds tracked by Wall St. Rank hold AIO as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 97,615 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2025, an estimated $2.01M.
  • Cambridge Investment Research Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2021 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $2.41M in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.