CPG
AIO

Cornerstone Planning Group’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Cornerstone Planning Group’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.5K Sell
102
-21
-17% -$514 ﹤0.01% 879
2025
Q1 		$2.45K Buy
+123
New +$2.45K ﹤0.01% 937