KPWS
AIO

Kestra Private Wealth Services’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Kestra Private Wealth Services’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,462
Closed -$205K – 1368
2024
Q2 		$205K Buy
+9,462
New +$205K ﹤0.01% 1228