GLR
AIO

Great Lakes Retirement’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Great Lakes Retirement’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
2024
Q3 		– Sell
-925
Closed -$20.1K – 214
2024
Q2 		$20.1K Buy
+925
New +$18.5K ﹤0.01% 412

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Great Lakes Retirement's AIO Position: Q3 2024 in Review

Great Lakes Retirement sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q3 2024, closing a stake of 925 shares — an estimated $20.1K sold.

Great Lakes Retirement first reported a position in AIO in Q2 2024 and held it in 1 quarter. The position peaked at $20.1K in Q2 2024. 51 funds tracked by Wall St. Rank hold AIO as of Q3 2024.

  • Great Lakes Retirement reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 925 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q3 2024, an estimated $20.1K.
  • Great Lakes Retirement first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $20.1K in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.