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AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14.5M +$41.8K +2,427 +0.3%
KIM
2
Karpus Investment Management
New York
$10.4M +$7.26M +421,038 +172%
Wells Fargo
3
Wells Fargo
California
$8.46M +$659K +38,203 +8%
AAM
4
Advisors Asset Management
Colorado
$6.67M +$627K +36,361 +9%
CA
5
Cornerstone Advisors
North Carolina
$6.12M +$1.55M +89,861 +30%
Bank of America
6
Bank of America
North Carolina
$5.75M +$66.6K +3,865 +1%
UBS Group
7
UBS Group
Switzerland
$5.41M -$1.03M -59,520 -15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.15M -$508K -29,499 -10%
WAM
9
Wolverine Asset Management
Illinois
$3.06M +$133K +7,711 +4%
Ameriprise
10
Ameriprise
Minnesota
$1.62M -$350K -20,280 -16%
Stifel Financial
11
Stifel Financial
Missouri
$1.46M +$307K +17,839 +24%
QC
12
Quantedge Capital
Singapore
$1.34M +$312K +18,100 +27%
WS
13
Wedbush Securities
California
$1.19M -$88.9K -5,157 -6%
RJA
14
Raymond James & Associates
Florida
$930K +$130K +7,515 +14%
LPL Financial
15
LPL Financial
California
$917K -$380K -22,038 -27%
KAS
16
Kestra Advisory Services
Texas
$548K +$41.4K +2,400 +7%
CA
17
Claro Advisors
Massachusetts
$544K
AWS
18
Atria Wealth Solutions
New York
$507K +$363K +21,044 +188%
First Trust Advisors
19
First Trust Advisors
Illinois
$493K -$35.8K -2,077 -6%
BRWA
20
B. Riley Wealth Advisors
Florida
$420K +$255K +14,770 +122%
LCM
21
Landscape Capital Management
New Jersey
$374K -$289K -16,750 -41%
Osaic Holdings
22
Osaic Holdings
Arizona
$363K +$73.8K +4,279 +22%
Invesco
23
Invesco
Georgia
$324K -$195K -11,318 -35%
MC
24
Moors & Cabot
Massachusetts
$310K +$3.21K +186 +0.9%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$308K -$109K -6,321 -24%