MI
AIO

Motiv8 Investments’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Motiv8 Investments’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
2025
Q4 		$7 Buy
+339
New +$7.92K ﹤0.01% 500

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Motiv8 Investments's AIO Position: Q4 2025 in Review

Motiv8 Investments opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q4 2025: 339 shares worth $7. The stake represents ﹤0.01% of the portfolio and ranks #500 among its holdings.

76 funds tracked by Wall St. Rank hold AIO as of Q4 2025.

  • Motiv8 Investments held 339 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $7 as of Q4 2025.
  • Virtus Artificial Intelligence & Technology Opportunities Fund was a new Motiv8 Investments position in Q4 2025.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Motiv8 Investments's portfolio in Q4 2025, its #500 holding.
  • 76 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.