HWAM
AIO

Hennion & Walsh Asset Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Hennion & Walsh Asset Management’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.52M Buy
101,432
+36,748
+57% +$912K 0.1% 262
2025
Q1 		$1.33M Buy
64,684
+11,418
+21% +$236K 0.06% 397
2024
Q4 		$1.31M Buy
53,266
+22,367
+72% +$552K 0.06% 398
2024
Q3 		$679K Buy
30,899
+21,299
+222% +$468K 0.03% 543
2024
Q2 		$208K Buy
+9,600
New +$208K 0.01% 799