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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72K Sell
104
-1
-1% -$26 ﹤0.01% 1241
2026
Q1 		$2.63K Buy
105
+1
+1% +$22 ﹤0.01% 1243
2025
Q4 		$2.38K Sell
104
-1,012
-91% -$23.6K ﹤0.01% 1159
2025
Q3 		$385K Buy
1,116
+1,014
+994% +$24.8K 0.06% 99
2025
Q2 		$2.5K Sell
102
-21
-17% -$462 ﹤0.01% 879
2025
Q1 		$2.45K Buy
+123
New +$2.9K ﹤0.01% 937

Other funds holding AIO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cornerstone Planning Group's AIO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 0.95% in Q2 2026, selling an estimated $26 and leaving 104 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Cornerstone Planning Group first reported a position in AIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $385K in Q3 2025. 42 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

  • Cornerstone Planning Group held 104 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $2.72K as of Q2 2026.
  • Cornerstone Planning Group sold 1 Virtus Artificial Intelligence & Technology Opportunities Fund share in Q2 2026, an estimated $26.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1241 holding.
  • Cornerstone Planning Group first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $385K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.