PSFG
AIO

Park Square Financial Group’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Park Square Financial 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 		– Sell
-213
Closed -$5.29K – 271
2025
Q2 		$5.29K Sell
213
-42
-16% -$925 ﹤0.01% 730
2025
Q1 		$5.26K Sell
255
-47
-16% -$1.11K ﹤0.01% 734
2024
Q4 		$7.45K Buy
+302
New +$7.05K 0.01% 645

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

Park Square Financial Group's AIO Position: Q3 2025 in Review

Park Square Financial Group sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q3 2025, closing a stake of 213 shares — an estimated $5.29K sold.

Park Square Financial Group first reported a position in AIO in Q4 2024 and held it in 3 quarters. The position peaked at $7.45K in Q4 2024. 70 funds tracked by Wall St. Rank hold AIO as of Q3 2025.

  • Park Square Financial Group reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 213 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q3 2025, an estimated $5.29K.
  • Park Square Financial Group first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $7.45K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.