SWA
AIO

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

Serenus Wealth Advisors’s Portfolio AIO Stock Details AIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$549K Hold
22,119
– – 0.09% 38
2025
Q1 		$456K Hold
22,119
– – 0.08% 37
2024
Q4 		$545K Buy
+22,119
New +$545K 0.09% 33