PFS
AIO

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

Prospera Financial Services’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
2026
Q2 		$401K Hold
14,273
– – 0.01% 1129
2026
Q1 		$306K Buy
14,273
+149
+1% +$3.35K ﹤0.01% 1197
2025
Q4 		$307K Sell
14,124
-1,211
-8% -$28.3K 0.01% 1138
2025
Q3 		$369K Sell
15,335
-3,914
-20% -$95.6K 0.01% 1074
2025
Q2 		$478K Sell
19,249
-2,462
-11% -$54.2K 0.01% 925
2025
Q1 		$448K Buy
21,711
+3,786
+21% +$89.1K 0.01% 820
2024
Q4 		$442K Buy
17,925
+35
+0.2% +$817 0.01% 778
2024
Q3 		$393K Buy
17,890
+775
+5% +$16.4K 0.01% 812
2024
Q2 		$372K Buy
+17,115
New +$342K 0.01% 827

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PFO
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SWM
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Wealth Enhancement Advisory Services
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CD
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DI
Decision Investments San Diego, California $110M AUM
BCA
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WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return