SWM
AIO

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

Spire 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
Q1 		– Sell
-59
Closed -$1.28K – 2249
2025
Q4 		$1.28K Sell
59
-1,400
-96% -$32.7K ﹤0.01% 2159
2025
Q3 		$35.1K Buy
1,459
+159
+12% +$3.88K ﹤0.01% 1343
2025
Q2 		$32.3K Buy
+1,300
New +$28.6K ﹤0.01% 1358
2024
Q2 		– Sell
-1,947
Closed -$39.1K – 2206
2024
Q1 		$39.1K Sell
1,947
-448
-19% -$8.52K ﹤0.01% 1296
2023
Q4 		$44.2K Buy
2,395
+85
+4% +$1.42K ﹤0.01% 1244
2023
Q3 		$38.1K Buy
2,310
+56
+2% +$1.01K ﹤0.01% 1268
2023
Q2 		$41.5K Buy
2,254
+59
+3% +$1.01K ﹤0.01% 1274
2023
Q1 		$38.2K Buy
2,195
+594
+37% +$10.1K ﹤0.01% 1316
2022
Q4 		$26K Hold
1,601
– – ﹤0.01% 1253
2022
Q3 		$25K Hold
1,601
– – ﹤0.01% 1233
2022
Q2 		$26K Buy
1,601
+272
+20% +$5.01K ﹤0.01% 1550
2022
Q1 		$29K Buy
+1,329
New +$29.8K ﹤0.01% 1646

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return