HWP
AIO

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
Q2 		$3.09K Buy
110
+10
+10% +$256 ﹤0.01% 1016
2026
Q1 		$2.14K Hold
100
– – ﹤0.01% 1052
2025
Q4 		$2.17K Hold
100
– – ﹤0.01% 834
2025
Q3 		$2.4K Buy
+100
New +$2.44K ﹤0.01% 821

Other funds holding AIO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Highline Wealth Partners's AIO Position: Q2 2026 in Review

Highline Wealth Partners increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 10% in Q2 2026, buying an estimated $256 and bringing the position to 110 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Highline Wealth Partners first reported a position in AIO in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

  • Highline Wealth Partners held 110 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $3.09K as of Q2 2026.
  • Highline Wealth Partners bought 10 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $256.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1016 holding.
  • Highline Wealth Partners first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.