Prevail Innovative Wealth Advisors’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Prevail Innovative Wealth 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
2024 Q3	–	Sell	-37,561	Closed	-$815K	–	162
2024 Q2	$815K	Buy	+37,561	New	+$751K	0.29%	95
2023 Q3	–	Sell	-12,585	Closed	-$232K	–	122
2023 Q2	$232K	Buy	+12,585	New	+$216K	0.13%	94

Other funds holding AIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AIO Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q3 2024, closing a stake of 37,561 shares — an estimated $815K sold.

Prevail Innovative Wealth Advisors first reported a position in AIO in Q2 2023 and held it in 2 quarters. The position peaked at $815K in Q2 2024. 51 funds tracked by Wall St. Rank hold AIO as of Q3 2024.

Prevail Innovative Wealth Advisors reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 37,561 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q3 2024, an estimated $815K.
Prevail Innovative Wealth Advisors first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2023 and held it in 2 quarters.
Prevail Innovative Wealth Advisors's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $815K in Q2 2024.
51 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.