Wealth Enhancement Advisory Services
AIO icon

Wealth Enhancement Advisory Services’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$549K Sell
21,642
-194
-0.9% -$5.01K ﹤0.01% 2718
2026
Q2 		$587K Buy
21,836
+1,958
+10% +$50.1K ﹤0.01% 2534
2026
Q1 		$433K Sell
19,878
-24,619
-55% -$553K ﹤0.01% 2443
2025
Q4 		$997K Buy
44,497
+724
+2% +$16.9K ﹤0.01% 1962
2025
Q3 		$1.05M Sell
43,773
-1,004
-2% -$24.5K ﹤0.01% 1832
2025
Q2 		$1.11M Buy
44,777
+875
+2% +$19.3K ﹤0.01% 1691
2025
Q1 		$906K Sell
43,902
-8,884
-17% -$209K ﹤0.01% 1651
2024
Q4 		$1.3M Buy
52,786
+4,416
+9% +$103K ﹤0.01% 1403
2024
Q3 		$1.06M Buy
48,370
+3,171
+7% +$67.2K ﹤0.01% 1360
2024
Q2 		$981K Buy
+45,199
New +$904K ﹤0.01% 1290

Other funds holding AIO

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's AIO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 0.89% in Q3 2026, selling an estimated $5.01K and leaving 21,642 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Wealth Enhancement Advisory Services first reported a position in AIO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2024. 9 funds tracked by Wall St. Rank hold AIO as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,642 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $549K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 194 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q3 2026, an estimated $5.01K.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2718 holding.
  • Wealth Enhancement Advisory Services first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $1.3M in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.