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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
44,777
+875
+2% +$21.6K ﹤0.01% 1683
2025
Q1
$906K Sell
43,902
-8,884
-17% -$183K ﹤0.01% 1647
2024
Q4
$1.3M Buy
52,786
+4,416
+9% +$109K ﹤0.01% 1395
2024
Q3
$1.06M Buy
48,370
+3,171
+7% +$69.7K ﹤0.01% 1352
2024
Q2
$981K Buy
+45,199
New +$981K ﹤0.01% 1289