Kingswood Wealth Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
29,530
+5,796
| +24% | +$144K | 0.06% | 323 |
|
|
2025
Q1 | $490K | Buy |
23,734
+1,279
| +6% | +$26.4K | 0.04% | 403 |
|
|
2024
Q4 | $554K | Buy |
22,455
+4,504
| +25% | +$111K | 0.04% | 411 |
|
|
2024
Q3 | $394K | Buy |
17,951
+105
| +0.6% | +$2.31K | 0.03% | 518 |
|
|
2024
Q2 | $387K | Buy |
17,846
+4,410
| +33% | +$95.7K | 0.03% | 450 |
|
|
2024
Q1 | $270K | Buy |
+13,436
| New | +$270K | 0.03% | 514 |
|
|
2023
Q4 | – | Sell |
-14,114
| Closed | -$233K | – | 641 |
|
|
2023
Q3 | $233K | Buy |
14,114
+1,838
| +15% | +$30.3K | 0.04% | 362 |
|
|
2023
Q2 | $226K | Buy |
+12,276
| New | +$226K | 0.07% | 234 |
|