PA
AIO

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

Parallel 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
2025
Q3 		– Sell
-1,308
Closed -$32.5K – 3551
2025
Q2 		$32.5K Buy
1,308
+26
+2% +$572 ﹤0.01% 1947
2025
Q1 		$26.5K Buy
1,282
+25
+2% +$589 ﹤0.01% 1996
2024
Q4 		$31K Buy
1,257
+23
+2% +$537 ﹤0.01% 1921
2024
Q3 		$27.1K Buy
1,234
+25
+2% +$530 ﹤0.01% 1913
2024
Q2 		$26.2K Buy
1,209
+26
+2% +$520 ﹤0.01% 1832
2024
Q1 		$23.7K Buy
1,183
+37
+3% +$704 ﹤0.01% 1889
2023
Q4 		$19.9K Buy
1,146
+31
+3% +$516 ﹤0.01% 1946
2023
Q3 		$18.4K Buy
1,115
+27
+2% +$487 ﹤0.01% 1886
2023
Q2 		$20K Buy
1,088
+28
+3% +$480 ﹤0.01% 1853
2023
Q1 		$18.4K Buy
1,060
+28
+3% +$477 ﹤0.01% 1871
2022
Q4 		$16.7K Sell
1,032
-86
-8% -$1.41K ﹤0.01% 1790
2022
Q3 		$17K Buy
1,118
+10
+0.9% +$172 ﹤0.01% 1742
2022
Q2 		$18K Hold
1,108
– – ﹤0.01% 1705
2022
Q1 		$24K Sell
1,108
-3,421
-76% -$76.7K ﹤0.01% 1634
2021
Q4 		$112K Sell
4,529
-373
-8% -$10.1K ﹤0.01% 967
2021
Q3 		$131K Hold
4,902
– – 0.01% 871
2021
Q2 		$136K Buy
4,902
+3,120
+175% +$84.9K 0.01% 838
2021
Q1 		$47K Hold
1,782
– – ﹤0.01% 1208
2020
Q4 		$47K Buy
1,782
+417
+31% +$9.89K ﹤0.01% 1112
2020
Q3 		$29K Buy
+1,365
New +$28.6K ﹤0.01% 1291

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Parallel Advisors's AIO Position: Q3 2025 in Review

Parallel Advisors sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q3 2025, closing a stake of 1,308 shares — an estimated $32.5K sold.

Parallel Advisors first reported a position in AIO in Q3 2020 and held it in 20 quarters. The position peaked at $136K in Q2 2021. 70 funds tracked by Wall St. Rank hold AIO as of Q3 2025.

  • Parallel Advisors reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Parallel Advisors sold 1,308 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q3 2025, an estimated $32.5K.
  • Parallel Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2020 and held it in 20 quarters.
  • Parallel Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $136K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2025.

Based on Parallel Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.