Highline Wealth Partners
AIO icon

Highline Wealth Partners’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Highline Wealth Partners’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 		$2.74K Hold
110
– – ﹤0.01% 1118
2026
Q2 		$3.09K Buy
110
+10
+10% +$256 ﹤0.01% 1016
2026
Q1 		$2.14K Hold
100
– – ﹤0.01% 1052
2025
Q4 		$2.18K Hold
100
– – ﹤0.01% 834
2025
Q3 		$2.4K Buy
+100
New +$2.44K ﹤0.01% 821

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Wedbush Securities
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Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chapin Davis
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Highline Wealth Partners's AIO Position: Q3 2026 in Review

Highline Wealth Partners held its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) position steady in Q3 2026 at 110 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Highline Wealth Partners first reported a position in AIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.09K in Q2 2026. 17 funds tracked by Wall St. Rank hold AIO as of Q3 2026.

  • Highline Wealth Partners held 110 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $2.74K as of Q3 2026.
  • Highline Wealth Partners 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 Highline Wealth Partners's portfolio in Q3 2026, its #1118 holding.
  • Highline Wealth Partners first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2025 and has held it in 5 quarters since.
  • Highline Wealth Partners's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $3.09K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.