Mercer Global Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Mercer Global 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	$259K	Sell	9,220 -718	-7%	-$18.4K	﹤0.01%	2971
2026 Q1	$213K	Buy	+9,938	New	+$223K	﹤0.01%	2778
2025 Q4	–	Sell	-8,671	Closed	-$208K	–	2842
2025 Q3	$208K	Buy	+8,671	New	+$212K	﹤0.01%	2365

Other funds holding AIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Mercer Global Advisors's AIO Position: Q2 2026 in Review

Mercer Global Advisors reduced its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 7.2% in Q2 2026, selling an estimated $18.4K and leaving 9,220 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

Mercer Global Advisors first reported a position in AIO in Q3 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

Mercer Global Advisors held 9,220 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $259K as of Q2 2026.
Mercer Global Advisors sold 718 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $18.4K.
Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2971 holding.
Mercer Global Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
83 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.