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 0.11% 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

David J. Yvars Group's AIO Position: Q2 2026 in Review

David J. Yvars Group reduced its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 30% in Q2 2026, selling an estimated $96.4K and leaving 8,617 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #85.

David J. Yvars Group first reported a position in AIO in Q3 2024 and has held it in 8 quarters since. The position peaked at $300K in Q4 2024. 84 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

  • David J. Yvars Group held 8,617 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $242K as of Q2 2026.
  • David J. Yvars Group sold 3,766 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $96.4K.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.11% of David J. Yvars Group's portfolio in Q2 2026, its #85 holding.
  • David J. Yvars Group first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2024 and has held it in 8 quarters since.
  • David J. Yvars Group's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $300K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.