We are live on ! Find out more
AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.4M +$207K +9,385 +0.8%
Bank of America
2
Bank of America
North Carolina
$18.8M +$847K +38,458 +5%
Wells Fargo
3
Wells Fargo
California
$15.6M +$49.5K +2,251 +0.4%
AAM
4
Advisors Asset Management
Colorado
$12.8M +$522K +23,695 +5%
UBS Group
5
UBS Group
Switzerland
$11.1M +$52.8K +2,397 +0.5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.28M +$426K +19,352 +6%
Ameriprise
7
Ameriprise
Minnesota
$7.21M +$528K +24,009 +9%
SPIA
8
Steward Partners Investment Advisory
New York
$3.5M +$165K +7,497 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$2.67M +$193K +8,776 +9%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.52M +$809K +36,748 +57%
Stifel Financial
11
Stifel Financial
Missouri
$2.13M +$297K +13,471 +19%
LPL Financial
12
LPL Financial
California
$1.85M +$350K +15,884 +27%
OC
13
Oppenheimer & Co
New York
$1.54M +$8.83K +401 +0.7%
WS
14
Wedbush Securities
California
$1.35M -$46.2K -2,098 -4%
SA
15
Strategic Advocates
Utah
$1.13M +$75.4K +3,425 +8%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$19.3K +875 +2%
First Trust Advisors
17
First Trust Advisors
Illinois
$986K -$12.3K -559 -1%
SWM
18
SeaCrest Wealth Management
New York
$884K +$346K +15,700 +79%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$843K +$132K +6,019 +22%
SC
20
Sykon Capital
New York
$842K -$163K -7,394 -18%
DC
21
Davenport & Co
Virginia
$839K -$209K -9,500 -22%
CW
22
CreativeOne Wealth
Kansas
$825K -$82K -3,727 -10%
KWA
23
Kingswood Wealth Advisors
California
$733K +$128K +5,796 +24%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$683K +$606K +27,511 New
SWA
25
Serenus Wealth Advisors
California
$549K