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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wealth Enhancement Advisory Services's AIO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 9.9% in Q2 2026, buying an estimated $50.1K and bringing the position to 21,836 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

Wealth Enhancement Advisory Services first reported a position in AIO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.3M in Q4 2024. 84 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

Wealth Enhancement Advisory Services held 21,836 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $587K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,958 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $50.1K.
Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2534 holding.
Wealth Enhancement Advisory Services first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $1.3M in Q4 2024.
84 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.