EW
AIO

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

Evoke Wealth’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
2022
Q3 		– Sell
-2
Closed – – 1163
2022
Q2 		$0 Buy
+2
New +$37 ﹤0.01% 1162

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evoke Wealth's AIO Position: Q3 2022 in Review

Evoke Wealth sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q3 2022, closing a stake of 2 shares.

Evoke Wealth first reported a position in AIO in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 52 funds tracked by Wall St. Rank hold AIO as of Q3 2022.

  • Evoke Wealth reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 2 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q3 2022.
  • Evoke Wealth first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • Evoke Wealth's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $0 in Q2 2022.
  • 52 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.