IFP Advisors
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IFP Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

IFP Advisors’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
Q1 		– Sell
-97
Closed -$2.11K – 5019
2025
Q4 		$2.11K Buy
+97
New +$2.27K ﹤0.01% 3816

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

IFP Advisors's AIO Position: Q1 2026 in Review

IFP Advisors sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2026, closing a stake of 97 shares — an estimated $2.11K sold.

IFP Advisors first reported a position in AIO in Q4 2025 and held it in 1 quarter. The position peaked at $2.11K in Q4 2025. 78 funds tracked by Wall St. Rank hold AIO as of Q1 2026.

  • IFP Advisors reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 97 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2026, an estimated $2.11K.
  • IFP Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2025 and held it in 1 quarter.
  • IFP Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $2.11K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.