Spire Wealth Management
AIO icon

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 $1.89T 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
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Spire Wealth Management's AIO Position: Q1 2026 in Review

Spire Wealth Management sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2026, closing a stake of 59 shares — an estimated $1.28K sold.

Spire Wealth Management first reported a position in AIO in Q1 2022 and held it in 12 quarters. The position peaked at $44.2K in Q4 2023. 78 funds tracked by Wall St. Rank hold AIO as of Q1 2026.

  • Spire Wealth Management reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 59 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2026, an estimated $1.28K.
  • Spire Wealth Management first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q1 2022 and held it in 12 quarters.
  • Spire Wealth Management's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $44.2K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.