DJYG
AIO

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
Q2 		$242K Sell
8,617
-3,766
-30% -$96.4K 0.12% 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 $3.5B AUM 41.95% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return