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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$8.57M +$9.92M +535,964 New
Morgan Stanley
2
Morgan Stanley
New York
$7.48M +$6.31M +341,220 +271%
RCM
3
Rivernorth Capital Management
Florida
$6.31M +$7.3M +394,363 New
WAM
4
Wolverine Asset Management
Illinois
$3.75M +$3.46M +187,160 +396%
Bank of America
5
Bank of America
North Carolina
$3.56M +$2.91M +157,326 +243%
UBS Group
6
UBS Group
Switzerland
$2.62M +$1.25M +67,412 +70%
MC
7
Matisse Capital
Oregon
$2.4M +$2.78M +150,146 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.63M +$1.79M +96,563 +1,857%
SFS
9
Shaker Financial Services
Virginia
$1.58M +$1.2M +64,899 +190%
Wells Fargo
10
Wells Fargo
California
$1.43M +$422K +22,809 +34%
WS
11
Wedbush Securities
California
$1.05M +$292K +15,805 +32%
Ameriprise
12
Ameriprise
Minnesota
$950K +$880K +47,541 +403%
RJA
13
Raymond James & Associates
Florida
$901K +$1.04M +56,294 New
Goldman Sachs
14
Goldman Sachs
New York
$716K +$828K +44,739 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$689K +$797K +43,039 New
COLIM
16
City of London Investment Management
United Kingdom
$664K +$766K +41,396 New
BRWM
17
B. Riley Wealth Management
Tennessee
$602K +$500K +27,000 +255%
First Trust Advisors
18
First Trust Advisors
Illinois
$490K +$566K +30,610 New
Stifel Financial
19
Stifel Financial
Missouri
$452K +$118K +6,363 +29%
MC
20
Moors & Cabot
Massachusetts
$448K +$518K +28,000 New
LJAC
21
L.J. Altfest & Co
New York
$440K +$509K +27,478 New
Truist Financial
22
Truist Financial
North Carolina
$400K – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$186K +$215K +11,605 New
TFCP
24
Twin Focus Capital Partners
Massachusetts
$160K +$185K +10,000 New
LFG
25
Larson Financial Group
Missouri
$72K +$83.3K +4,500 New
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