Envestnet Asset Management
AIO

Envestnet Asset Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Envestnet Asset Management’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 		$225K Buy
+7,999
New +$205K ﹤0.01% 4592

Other funds holding AIO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management's AIO Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q2 2026: 7,999 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #4592 among its holdings.

38 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

  • Envestnet Asset Management held 7,999 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $225K as of Q2 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund was a new Envestnet Asset Management position in Q2 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4592 holding.
  • 38 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.