Wealthcare Advisory Partners
AIO icon

Wealthcare Advisory Partners’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Wealthcare Advisory Partners’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 		$260K Buy
10,466
+47
+0.5% +$1.21K ﹤0.01% 956
2026
Q2 		$292K Buy
10,419
+40
+0.4% +$1.02K 0.01% 891
2026
Q1 		$222K Buy
10,379
+148
+1% +$3.32K ﹤0.01% 981
2025
Q4 		$223K Buy
+10,231
New +$239K ﹤0.01% 982

Other funds holding AIO

Allspring Global Investments
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthcare Advisory Partners's AIO Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 0.45% in Q3 2026, buying an estimated $1.21K and bringing the position to 10,466 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Wealthcare Advisory Partners first reported a position in AIO in Q4 2025 and has held it in 4 quarters since. The position peaked at $292K in Q2 2026. 35 funds tracked by Wall St. Rank hold AIO as of Q3 2026.

  • Wealthcare Advisory Partners held 10,466 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $260K as of Q3 2026.
  • Wealthcare Advisory Partners bought 47 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q3 2026, an estimated $1.21K.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #956 holding.
  • Wealthcare Advisory Partners first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2025 and has held it in 4 quarters since.
  • Wealthcare Advisory Partners's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $292K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.