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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
$28.6M -$4.89M -180,033 -14%
Morgan Stanley
2
Morgan Stanley
New York
$19.6M -$394K -14,503 -2%
Bank of America
3
Bank of America
North Carolina
$13.6M -$98K -3,605 -0.7%
UBS Group
4
UBS Group
Switzerland
$12.4M +$114K +4,209 +0.8%
Wells Fargo
5
Wells Fargo
California
$9.15M +$468K +17,212 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.56M +$491K +18,068 +9%
PPA
7
Parametric Portfolio Associates
Washington
$5.36M +$1.03M +37,921 +21%
AAM
8
Advisors Asset Management
Colorado
$4.75M +$1.82M +66,913 +54%
RJA
9
Raymond James & Associates
Florida
$2.76M +$489K +18,003 +19%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.67M -$8.78K -323 -0.3%
LPL Financial
11
LPL Financial
California
$2.3M -$1.43M -52,558 -36%
Stifel Financial
12
Stifel Financial
Missouri
$2.21M +$166K +6,102 +7%
Ameriprise
13
Ameriprise
Minnesota
$2.18M -$26.8K -988 -1%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.97M +$16.3K +600 +0.8%
WS
15
Wedbush Securities
California
$1.96M -$103K -3,793 -5%
Invesco
16
Invesco
Georgia
$1.57M -$83.8K -3,084 -5%
WAM
17
Wolverine Asset Management
Illinois
$1.15M -$2.15M -79,154 -63%
Truist Financial
18
Truist Financial
North Carolina
$989K – – –
COLIM
19
City of London Investment Management
United Kingdom
$987K – – –
BRWM
20
B. Riley Wealth Management
Tennessee
$738K +$347K +12,780 +75%
KAS
21
Kestra Advisory Services
Texas
$700K +$245K +9,000 +47%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$652K -$87.5K -3,220 -11%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$652K +$148K +5,457 +26%
RCM
24
Robinson Capital Management
Michigan
$630K -$136K -5,000 -17%
CA
25
Claro Advisors
Massachusetts
$588K +$90.5K +3,330 +16%
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