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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$148K Buy
+5,974
New +$148K 0.02% 327
2021
Q3 		– Sell
-1,500
Closed -$42K – 1372
2021
Q2 		$42K Hold
1,500
– – 0.03% 490
2021
Q1 		$40K Hold
1,500
– – 0.03% 446
2020
Q4 		$40K Sell
1,500
-235
-14% -$6.27K 0.03% 371
2020
Q3 		$37K Buy
+1,735
New +$37K 0.04% 359