IWM
AIO

IHT Wealth Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

IHT Wealth Management’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
Q4 		– Sell
-13,022
Closed -$285K – 1081
2024
Q3 		$285K Buy
+13,022
New +$276K 0.01% 929

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IHT Wealth Management's AIO Position: Q4 2024 in Review

IHT Wealth Management sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q4 2024, closing a stake of 13,022 shares — an estimated $285K sold.

IHT Wealth Management first reported a position in AIO in Q3 2024 and held it in 1 quarter. The position peaked at $285K in Q3 2024. 63 funds tracked by Wall St. Rank hold AIO as of Q4 2024.

  • IHT Wealth Management reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 13,022 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q4 2024, an estimated $285K.
  • IHT Wealth Management first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $285K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.