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

Concurrent Investment 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	$272K	Buy	9,679 +175	+2%	+$4.48K	﹤0.01%	1751
2026 Q1	$203K	Buy	+9,504	New	+$213K	﹤0.01%	1743

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

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

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

Concurrent Investment Advisors's AIO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 1.8% in Q2 2026, buying an estimated $4.48K and bringing the position to 9,679 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Concurrent Investment Advisors first reported a position in AIO in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

Concurrent Investment Advisors held 9,679 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $272K as of Q2 2026.
Concurrent Investment Advisors bought 175 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $4.48K.
Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1751 holding.
Concurrent Investment Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
83 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.