FFA
AIO

Farther Finance Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Farther Finance 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 		$14.3K Hold
575
– – ﹤0.01% 4402
2026
Q2 		$16.1K Hold
575
– – ﹤0.01% 4121
2026
Q1 		$12.6K Buy
+575
New +$12.9K ﹤0.01% 3965

Other funds holding AIO

CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 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

Farther Finance Advisors's AIO Position: Q3 2026 in Review

Farther Finance Advisors held its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) position steady in Q3 2026 at 575 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4402.

Farther Finance Advisors first reported a position in AIO in Q1 2026 and has held it in 3 quarters since. The position peaked at $16.1K in Q2 2026. 5 funds tracked by Wall St. Rank hold AIO as of Q3 2026.

  • Farther Finance Advisors held 575 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $14.3K as of Q3 2026.
  • Farther Finance Advisors left its Virtus Artificial Intelligence & Technology Opportunities Fund share count unchanged in Q3 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4402 holding.
  • Farther Finance Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2026 and has held it in 3 quarters since.
  • Farther Finance Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $16.1K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.