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AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
AIO
26.23
USD
-0.17
0.64%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
-0.64%
5 days
2.46%
1 month
5.17%
3 months
-3.03%
6 months
14.24%
Year to date
20.1%
1 year
6.58%
5 years
-5.78%
10 years
31.15%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Morgan Stanley
New York
| $2.53M | +$2.52M | +126,067 | New |
|
| 2 |
2
UBS Group
Zurich,
Switzerland
| $1.93M | +$1.92M | +96,020 | New |
|
| 3 |
3
Wells Fargo
San Francisco,
California
| $1.34M | +$1.34M | +66,839 | New |
|
| 4 |
4
Bank of America
Charlotte,
North Carolina
| $1.3M | +$1.3M | +64,836 | New |
|
| 5 |
WS
5
Wedbush Securities
Los Angeles,
California
| $997K | +$992K | +49,585 | New |
|
| 6 |
WAM
6
Wolverine Asset Management
Chicago,
Illinois
| $950K | +$946K | +47,280 | New |
|
| 7 |
SFS
7
Shaker Financial Services
Arlington,
Virginia
| $686K | +$683K | +34,145 | New |
|
| 8 |
8
Truist Financial
Charlotte,
North Carolina
| $503K | +$500K | +25,000 | New |
|
| 9 |
9
Stifel Financial
St. Louis,
Missouri
| $442K | +$438K | +21,926 | New |
|
| 10 |
10
Ameriprise
Minneapolis,
Minnesota
| $237K | +$236K | +11,808 | New |
|
| 11 |
BRWM
11
B. Riley Wealth Management
Memphis,
Tennessee
| $213K | +$212K | +10,600 | New |
|
| 12 |
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $105K | +$104K | +5,200 | New |
|
| 13 |
CFG
13
Citizens Financial Group
Providence,
Rhode Island
| $50K | +$50K | +2,500 | New |
|