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David J. Yvars Group’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

David J. Yvars 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
Q3 		$216K Buy
8,695
+78
+0.9% +$2.01K 0.1% 94
2026
Q2 		$242K Sell
8,617
-3,766
-30% -$96.4K 0.11% 85
2026
Q1 		$265K Buy
12,383
+237
+2% +$5.32K 0.15% 66
2025
Q4 		$264K Buy
12,146
+174
+1% +$4.07K 0.14% 73
2025
Q3 		$288K Buy
11,972
+87
+0.7% +$2.12K 0.15% 70
2025
Q2 		$295K Sell
11,885
-1,408
-11% -$31K 0.17% 64
2025
Q1 		$274K Buy
13,293
+1,139
+9% +$26.8K 0.22% 52
2024
Q4 		$300K Buy
12,154
+482
+4% +$11.3K 0.18% 61
2024
Q3 		$256K Buy
+11,672
New +$247K 0.16% 66

Other funds holding AIO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

David J. Yvars Group's AIO Position: Q3 2026 in Review

David J. Yvars Group increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 0.91% in Q3 2026, buying an estimated $2.01K and bringing the position to 8,695 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #94.

David J. Yvars Group first reported a position in AIO in Q3 2024 and has held it in 9 quarters since. The position peaked at $300K in Q4 2024. 9 funds tracked by Wall St. Rank hold AIO as of Q3 2026.

  • David J. Yvars Group held 8,695 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $216K as of Q3 2026.
  • David J. Yvars Group bought 78 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q3 2026, an estimated $2.01K.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.1% of David J. Yvars Group's portfolio in Q3 2026, its #94 holding.
  • David J. Yvars Group first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2024 and has held it in 9 quarters since.
  • David J. Yvars Group's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $300K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.