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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
$23.2M +$12.6M +766,706 +115%
Morgan Stanley
2
Morgan Stanley
New York
$12.9M -$2.22M -134,858 -15%
Wells Fargo
3
Wells Fargo
California
$8.92M +$133K +8,071 +1%
CA
4
Cornerstone Advisors
North Carolina
$7.75M +$1.41M +85,628 +22%
AAM
5
Advisors Asset Management
Colorado
$7.41M +$496K +30,144 +7%
Bank of America
6
Bank of America
North Carolina
$5.7M -$277K -16,869 -5%
UBS Group
7
UBS Group
Switzerland
$5.34M -$283K -17,208 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.2M -$118K -7,204 -3%
WAM
9
Wolverine Asset Management
Illinois
$3.36M +$187K +11,354 +6%
1CP
10
1607 Capital Partners
Virginia
$2.25M +$2.28M +138,670 New
QC
11
Quantedge Capital
Singapore
$1.84M +$453K +27,540 +32%
Stifel Financial
12
Stifel Financial
Missouri
$1.52M +$4.72K +287 +0.3%
Ameriprise
13
Ameriprise
Minnesota
$1.33M -$367K -22,315 -21%
WS
14
Wedbush Securities
California
$1.19M -$54.8K -3,330 -4%
RJA
15
Raymond James & Associates
Florida
$1.11M +$142K +8,643 +14%
LPL Financial
16
LPL Financial
California
$745K -$212K -12,875 -22%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$581K +$430K +26,155 +268%
LCM
18
Landscape Capital Management
New Jersey
$577K +$191K +11,642 +49%
EC
19
Elequin Capital
New York
$527K +$535K +32,535 New
KAS
20
Kestra Advisory Services
Texas
$516K -$53.9K -3,278 -9%
First Trust Advisors
21
First Trust Advisors
Illinois
$498K -$14.4K -876 -3%
CA
22
Claro Advisors
Massachusetts
$486K -$58.9K -3,584 -11%
AWS
23
Atria Wealth Solutions
New York
$481K -$45.2K -2,749 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$446K +$69.1K +4,199 +18%
SFS
25
Shaker Financial Services
Virginia
$436K +$199K +12,092 +83%
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