Wealth Enhancement Advisory Services
AIO

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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return