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

Other funds holding AIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Prospera Financial Services's AIO Position: Q2 2026 in Review

Prospera Financial Services held its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) position steady in Q2 2026 at 14,273 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1129.

Prospera Financial Services first reported a position in AIO in Q2 2024 and has held it in 9 quarters since. The position peaked at $478K in Q2 2025. 84 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

Prospera Financial Services held 14,273 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $401K as of Q2 2026.
Prospera Financial Services left its Virtus Artificial Intelligence & Technology Opportunities Fund share count unchanged in Q2 2026.
Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1129 holding.
Prospera Financial Services first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
Prospera Financial Services's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $478K in Q2 2025.
84 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.