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BOLTON SECURITIES CORPORATION’s Virtus Artificial Intelligence & Technology Opportunities Fund AIO Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$10.3K Buy
+483
New +$10.8K ﹤0.01% 1613

Other funds holding AIO

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AIO Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Q1 2026: 483 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #1613 among its holdings.

79 funds tracked by Wall St. Rank hold AIO as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 483 shares of Virtus Artificial Intelligence & Technology Opportunities Fund worth $10.3K as of Q1 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Virtus Artificial Intelligence & Technology Opportunities Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1613 holding.
  • 79 funds tracked by Wall St. Rank held Virtus Artificial Intelligence & Technology Opportunities Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.