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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
$37.7M -$3.09M -111,843 -7%
Morgan Stanley
2
Morgan Stanley
New York
$22.2M -$56K -2,026 -0.2%
Bank of America
3
Bank of America
North Carolina
$14.3M +$3.83M +138,419 +35%
UBS Group
4
UBS Group
Switzerland
$13.5M +$223K +8,061 +2%
Wells Fargo
5
Wells Fargo
California
$6.01M +$1.83M +66,229 +41%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.73M +$705K +25,485 +17%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$3.04M +$82.1K +2,967 +3%
LPL Financial
8
LPL Financial
California
$2.34M +$355K +12,837 +17%
WS
9
Wedbush Securities
California
$2.15M +$343K +12,385 +18%
CA
10
Cornerstone Advisors
North Carolina
$2.07M +$2.15M +77,889 New
First Trust Advisors
11
First Trust Advisors
Illinois
$2.06M +$125K +4,528 +6%
Ameriprise
12
Ameriprise
Minnesota
$2.02M -$65.6K -2,373 -3%
Stifel Financial
13
Stifel Financial
Missouri
$1.53M +$532K +19,225 +50%
RJA
14
Raymond James & Associates
Florida
$1.45M -$1.39M -50,180 -48%
Invesco
15
Invesco
Georgia
$1.44M +$458K +16,569 +44%
SFS
16
Shaker Financial Services
Virginia
$1.25M +$121K +4,368 +10%
COLIM
17
City of London Investment Management
United Kingdom
$1.2M -$1.15M -41,553 -48%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$784K -$95.1K -3,440 -10%
Truist Financial
19
Truist Financial
North Carolina
$747K +$55.2K +1,995 +8%
DWM
20
Dakota Wealth Management
Florida
$546K -$175K -6,320 -24%
SC
21
Stolper & Co
Oklahoma
$529K +$550K +19,901 New
Lido Advisors
22
Lido Advisors
California
$525K +$46.8K +1,693 +9%
Osaic Holdings
23
Osaic Holdings
Arizona
$516K +$60.5K +2,186 +13%
BRWM
24
B. Riley Wealth Management
Tennessee
$459K – – –
MC
25
Moors & Cabot
Massachusetts
$407K +$424K +15,330 New
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