KWAG
AIO

Kiely Wealth Advisory Group’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Kiely Wealth Advisory Group’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 		$1.28K Buy
+50
New +$1.17K ﹤0.01% 298

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

Kiely Wealth Advisory Group's AIO Position: Q4 2024 in Review

Kiely Wealth Advisory Group opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q4 2024: 50 shares worth $1.28K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings.

63 funds tracked by Wall St. Rank hold AIO as of Q4 2024.

  • Kiely Wealth Advisory Group held 50 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $1.28K as of Q4 2024.
  • Virtus Artificial Intelligence & Technology Opportunities Fund was a new Kiely Wealth Advisory Group position in Q4 2024.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #298 holding.
  • 63 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.