We are live on ! Find out more
AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.9M +$449K +17,534 +2%
Bank of America
2
Bank of America
North Carolina
$24.4M +$1.31M +51,226 +6%
Wells Fargo
3
Wells Fargo
California
$17.3M -$570K -22,289 -3%
UBS Group
4
UBS Group
Switzerland
$12.7M +$523K +20,427 +5%
Ameriprise
5
Ameriprise
Minnesota
$10.7M +$57.3K +2,238 +0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$9.96M -$232K -9,082 -2%
KIM
7
Karpus Investment Management
New York
$9.1M +$3.34M +130,659 +67%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$6.24M +$5.69M +222,394 New
SCM
9
Saba Capital Management
New York
$5.05M -$1.63M -63,899 -26%
AAM
10
Advisors Asset Management
Colorado
$4.73M -$1.15M -44,921 -21%
Raymond James Financial
11
Raymond James Financial
Florida
$4.49M +$621K +24,272 +18%
SPIA
12
Steward Partners Investment Advisory
New York
$4.24M +$22.4K +876 +0.6%
1CP
13
1607 Capital Partners
Virginia
$4.03M +$3.16M +123,566 +614%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$3.35M -$337K -13,187 -10%
LPL Financial
15
LPL Financial
California
$3.29M +$299K +11,685 +11%
LCM
16
Landscape Capital Management
New Jersey
$3.2M -$1.24M -48,541 -30%
SF
17
Summit Financial
New Jersey
$3.12M +$61.1K +2,390 +2%
Stifel Financial
18
Stifel Financial
Missouri
$2.32M +$93.3K +3,645 +5%
WS
19
Wedbush Securities
California
$2.13M -$25.6K -1,000 -1%
OC
20
Oppenheimer & Co
New York
$2.04M -$8.62K -337 -0.5%
P
21
&Partners
Tennessee
$1.81M +$162K +6,348 +11%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.42M -$11.6K -454 -0.9%
WAM
23
Wolverine Asset Management
Illinois
$1.33M -$3.01M -117,469 -71%
KWA
24
Kingswood Wealth Advisors
California
$1.09M -$14.5K -565 -1%
PFO
25
PMG Family Office
Texas
$1.04M +$8.09K +316 +0.9%