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 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

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

Wealthcare Advisory Partners's AIO Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) stake by 0.39% in Q2 2026, buying an estimated $1.02K and bringing the position to 10,419 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #891.

Wealthcare Advisory Partners first reported a position in AIO in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold AIO as of Q2 2026.

Wealthcare Advisory Partners held 10,419 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $292K as of Q2 2026.
Wealthcare Advisory Partners bought 40 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q2 2026, an estimated $1.02K.
Virtus Artificial Intelligence & Technology Opportunities Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #891 holding.
Wealthcare Advisory Partners first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
84 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.