SAM
AIO

Smartleaf Asset Management’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Smartleaf Asset 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 		$722 Hold
26
– – ﹤0.01% 3147
2026
Q1 		$549 Buy
+26
New +$584 ﹤0.01% 3212

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
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
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

Smartleaf Asset Management's AIO Position: Q2 2026 in Review

Smartleaf Asset Management held its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) position steady in Q2 2026 at 26 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

Smartleaf Asset Management first reported a position in AIO in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

  • Smartleaf Asset Management held 26 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $722 as of Q2 2026.
  • Smartleaf Asset Management 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 Smartleaf Asset Management's portfolio in Q2 2026, its #3147 holding.
  • Smartleaf Asset Management first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.