Kingswood Wealth Advisors
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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
Q2 		$1.09M Sell
38,858
-565
-1% -$14.5K 0.04% 391
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
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
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

Kingswood Wealth Advisors's AIO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 1.4% in Q2 2026, selling an estimated $14.5K and leaving 38,858 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #391.

Kingswood Wealth Advisors first reported a position in AIO in Q2 2023 and has held it in 12 quarters since. 83 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

  • Kingswood Wealth Advisors held 38,858 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $1.09M as of Q2 2026.
  • Kingswood Wealth Advisors sold 565 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $14.5K.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #391 holding.
  • Kingswood Wealth Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2023 and has held it in 12 quarters since.
  • 83 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.