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

Kingswood Wealth 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	$844K	Buy	39,423 +1,830	+5%	+$41.1K	0.04%	411
2025 Q4	$818K	Buy	37,593 +4,907	+15%	+$115K	0.04%	389
2025 Q3	$785K	Buy	32,686 +3,156	+11%	+$77.1K	0.05%	352
2025 Q2	$733K	Buy	29,530 +5,796	+24%	+$128K	0.06%	323
2025 Q1	$490K	Buy	23,734 +1,279	+6%	+$30.1K	0.04%	403
2024 Q4	$554K	Buy	22,455 +4,504	+25%	+$105K	0.04%	411
2024 Q3	$394K	Buy	17,951 +105	+0.6%	+$2.23K	0.03%	518
2024 Q2	$387K	Buy	17,846 +4,410	+33%	+$88.2K	0.03%	450
2024 Q1	$270K	Buy	+13,436	New	+$256K	0.03%	514
2023 Q4	–	Sell	-14,114	Closed	-$233K	–	641
2023 Q3	$233K	Buy	14,114 +1,838	+15%	+$33.2K	0.04%	362
2023 Q2	$226K	Buy	+12,276	New	+$210K	0.07%	234

Other funds holding AIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Kingswood Wealth Advisors's AIO Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 4.9% in Q1 2026, buying an estimated $41.1K and bringing the position to 39,423 shares worth $844K. The position accounts for 0.04% of the portfolio, ranked #411.

Kingswood Wealth Advisors first reported a position in AIO in Q2 2023 and has held it in 11 quarters since. 78 funds tracked by Wall St. Rank hold AIO as of Q1 2026.

Kingswood Wealth Advisors held 39,423 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $844K as of Q1 2026.
Kingswood Wealth Advisors bought 1,830 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2026, an estimated $41.1K.
Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.04% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #411 holding.
Kingswood Wealth Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2023 and has held it in 11 quarters since.
78 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.