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

Sugarloaf 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
2023 Q1	–	Sell	-280	Closed	-$4.53K	–	706
2022 Q4	$4.53K	Buy	280 +7	+3%	+$115	﹤0.01%	590
2022 Q3	$5K	Buy	273 +7	+3%	+$121	﹤0.01%	606
2022 Q2	$4K	Buy	266 +7	+3%	+$129	﹤0.01%	619
2022 Q1	$6K	Buy	259 +35	+16%	+$785	﹤0.01%	539
2021 Q4	$6K	Buy	224 +3	+1%	+$82	﹤0.01%	564
2021 Q3	$6K	Buy	221 +3	+1%	+$82	﹤0.01%	576
2021 Q2	$6K	Buy	218 +4	+2%	+$109	﹤0.01%	575
2021 Q1	$6	Buy	214 +10	+5%	+$277	﹤0.01%	559
2020 Q4	$5K	Buy	204 +4	+2%	+$95	﹤0.01%	544
2020 Q3	$4K	Buy	+200	New	+$4.2K	﹤0.01%	533

Other funds holding AIO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sugarloaf Wealth Management's AIO Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2023, closing a stake of 280 shares — an estimated $4.53K sold.

Sugarloaf Wealth Management first reported a position in AIO in Q3 2020 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 50 funds tracked by Wall St. Rank hold AIO as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 280 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q1 2023, an estimated $4.53K.
Sugarloaf Wealth Management first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2020 and held it in 10 quarters.
Sugarloaf Wealth Management's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $6K in Q1 2022.
50 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.