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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund
AIO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15M +$3.2M +173,481 +23%
HT
2
HighTower Trust
Texas
$9.18M +$816K +44,319 New
Wells Fargo
3
Wells Fargo
California
$8.17M +$834K +45,285 +10%
UBS Group
4
UBS Group
Switzerland
$6.59M -$2.38M -129,407 -24%
AAM
5
Advisors Asset Management
Colorado
$6.34M +$2.28M +124,020 +46%
Bank of America
6
Bank of America
North Carolina
$5.92M -$2.18M -118,417 -24%
CA
7
Cornerstone Advisors
North Carolina
$4.91M +$5.58M +303,200 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.79M +$622K +33,785 +13%
KIM
9
Karpus Investment Management
New York
$3.97M +$4.22M +229,239 +1,416%
WAM
10
Wolverine Asset Management
Illinois
$3.06M +$3.08M +167,176 +776%
Ameriprise
11
Ameriprise
Minnesota
$2.02M +$616K +33,429 +37%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$1.49M -$98.4K -5,342 -5%
WS
13
Wedbush Securities
California
$1.32M -$79.4K -4,313 -5%
LPL Financial
14
LPL Financial
California
$1.31M -$237K -12,841 -14%
Stifel Financial
15
Stifel Financial
Missouri
$1.23M -$33.5K -1,820 -2%
QC
16
Quantedge Capital
Singapore
$1.1M +$1.25M +67,712 New
RJA
17
Raymond James & Associates
Florida
$845K -$450K -24,435 -32%
LCM
18
Landscape Capital Management
New Jersey
$660K +$751K +40,747 New
BRWM
19
B. Riley Wealth Management
Tennessee
$586K +$112K +6,096 +20%
First Trust Advisors
20
First Trust Advisors
Illinois
$546K -$349K -18,942 -36%
CA
21
Claro Advisors
Massachusetts
$544K +$182K +9,855 +42%
KAS
22
Kestra Advisory Services
Texas
$530K +$24.7K +1,340 +4%
SFS
23
Shaker Financial Services
Virginia
$523K +$119K +6,443 +25%
Invesco
24
Invesco
Georgia
$520K -$262K -14,202 -31%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$428K -$19.9K -1,081 -4%
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