WI
AIO

Westbourne Investments’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

Westbourne Investments’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
2025
Q4 		– Sell
-8,800
Closed -$217K – 139
2025
Q3 		$217K Buy
+8,800
New +$215K 0.1% 119

Other funds holding AIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Westbourne Investments's AIO Position: Q4 2025 in Review

Westbourne Investments sold out of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q4 2025, closing a stake of 8,800 shares — an estimated $217K sold.

Westbourne Investments first reported a position in AIO in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 76 funds tracked by Wall St. Rank hold AIO as of Q4 2025.

  • Westbourne Investments reported no remaining Virtus Artificial Intelligence & Technology Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Westbourne Investments sold 8,800 Virtus Artificial Intelligence & Technology Opportunities Fund shares in Q4 2025, an estimated $217K.
  • Westbourne Investments first reported a position in Virtus Artificial Intelligence & Technology Opportunities Fund in Q3 2025 and held it in 1 quarter.
  • Westbourne Investments's Virtus Artificial Intelligence & Technology Opportunities Fund position peaked at $217K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q4 2025.

Based on Westbourne Investments's 13F filing for Q4 2025, filed 22 Jan 2026.