SWM
AIO

SeaCrest Wealth Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

SeaCrest Wealth Management’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 		$849K Sell
30,250
-200
-0.7% -$5.12K 0.09% 185
2026
Q1 		$652K Sell
30,450
-3,100
-9% -$69.6K 0.07% 263
2025
Q4 		$754K Sell
33,550
-810
-2% -$18.9K 0.08% 238
2025
Q3 		$827K Sell
34,360
-1,240
-3% -$30.3K 0.09% 211
2025
Q2 		$884K Buy
35,600
+15,700
+79% +$346K 0.1% 193
2025
Q1 		$411K Sell
19,900
-1,450
-7% -$34.1K 0.05% 387
2024
Q4 		$526K Sell
21,350
-2,800
-12% -$65.4K 0.06% 321
2024
Q3 		$531K Buy
24,150
+7,600
+46% +$161K 0.06% 324
2024
Q2 		$359K Buy
16,550
+6,550
+66% +$131K 0.04% 409
2024
Q1 		$201K Buy
+10,000
New +$190K 0.02% 571

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HWAM
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Wealth Enhancement Advisory Services
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CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
DI
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PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return