FourThought Financial’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

FourThought Financial’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	$1K	Buy	+54	New	+$931	﹤0.01%	1379

Other funds holding AIO

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 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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial's AIO Position: Q3 2022 in Review

FourThought Financial opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q3 2022: 54 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

52 funds tracked by Wall St. Rank hold AIO as of Q3 2022.

FourThought Financial held 54 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $1K as of Q3 2022.
Virtus Artificial Intelligence & Technology Opportunities Fund was a new FourThought Financial position in Q3 2022.
Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1379 holding.
52 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.