EverSource Wealth Advisors
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EverSource Wealth Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

EverSource Wealth Advisors’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 		$16.8K Buy
+675
New +$17.4K ﹤0.01% 2578

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

EverSource Wealth Advisors's AIO Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q3 2026: 675 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #2578 among its holdings.

69 funds tracked by Wall St. Rank hold AIO as of Q3 2026.

  • EverSource Wealth Advisors held 675 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $16.8K as of Q3 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund was a new EverSource Wealth Advisors position in Q3 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #2578 holding.
  • 69 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.