GA
AIO

GoalVest Advisory’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

GoalVest Advisory’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 		$5.64K Hold
201
– – ﹤0.01% 375
2026
Q1 		$4.3K Hold
201
– – ﹤0.01% 399
2025
Q4 		$4.37K Hold
201
– – ﹤0.01% 481
2025
Q3 		$4.83K Buy
+201
New +$4.91K ﹤0.01% 368

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SWM
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CD
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DI
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PFS
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BCA
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WAP
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BRWA
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