NFSG
AIO

Newbridge Financial Services Group’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Newbridge Financial Services Group’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
Q3 		$144K Buy
2025
Q2 		$148K Buy
2021
Q3 		– Sell
2021
Q2 		$42K Hold
2021
Q1 		$40K Hold
2020
Q4 		$40K Sell
2020
Q3 		$37K Buy