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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 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

Decision Investments's AIO Position: Q2 2026 in Review

Decision Investments reduced its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 21% in Q2 2026, selling an estimated $105K and leaving 15,183 shares worth $426K. The position accounts for 0.39% of the portfolio, ranked #46.

Decision Investments first reported a position in AIO in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

Decision Investments held 15,183 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $426K as of Q2 2026.
Decision Investments sold 4,094 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $105K.
Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.39% of Decision Investments's portfolio in Q2 2026, its #46 holding.
Decision Investments first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
84 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Decision Investments's 13F filing for Q2 2026, filed 13 Jul 2026.