DI
AIO

Decision Investments’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Decision Investments’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 		$378K Hold
15,183
– – 0.34% 55
2026
Q2 		$426K Sell
15,183
-4,094
-21% -$105K 0.39% 46
2026
Q1 		$413K Sell
19,277
-20
-0.1% -$449 0.47% 40
2025
Q4 		$420K Buy
+19,297
New +$451K 0.46% 42

Other funds holding AIO

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Decision Investments's AIO Position: Q3 2026 in Review

Decision Investments held its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) position steady in Q3 2026 at 15,183 shares worth $378K. The position accounts for 0.34% of the portfolio, ranked #55.

Decision Investments first reported a position in AIO in Q4 2025 and has held it in 4 quarters since. The position peaked at $426K in Q2 2026. 5 funds tracked by Wall St. Rank hold AIO as of Q3 2026.

  • Decision Investments held 15,183 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $378K as of Q3 2026.
  • Decision Investments left its Virtus Artificial Intelligence & Technology Opportunities Fund share count unchanged in Q3 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.34% of Decision Investments's portfolio in Q3 2026, its #55 holding.
  • Decision Investments first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $426K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.