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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
$23.2M +$188K +8,373 +0.8%
Bank of America
2
Bank of America
North Carolina
$17.5M -$610K -27,145 -3%
Wells Fargo
3
Wells Fargo
California
$13.7M +$244K +10,861 +2%
UBS Group
4
UBS Group
Switzerland
$9.25M -$455K -20,237 -4%
Ameriprise
5
Ameriprise
Minnesota
$8.08M -$1.87M -83,179 -18%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.79M -$1.43M -63,538 -15%
SCM
7
Saba Capital Management
New York
$5.22M +$5.48M +243,827 New
AAM
8
Advisors Asset Management
Colorado
$4.57M -$3.06M -136,257 -39%
KIM
9
Karpus Investment Management
New York
$4.15M +$4.35M +193,632 New
WAM
10
Wolverine Asset Management
Illinois
$3.53M -$26.6K -1,182 -0.7%
LCM
11
Landscape Capital Management
New Jersey
$3.48M +$192K +8,561 +6%
SPIA
12
Steward Partners Investment Advisory
New York
$3.22M +$212K +9,417 +7%
Raymond James Financial
13
Raymond James Financial
Florida
$2.91M +$266K +11,852 +10%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$2.84M -$27.3K -1,215 -0.9%
SFS
15
Shaker Financial Services
Virginia
$2.39M +$1.82M +80,890 +262%
SF
16
Summit Financial
New Jersey
$2.33M +$191K +8,494 +8%
LPL Financial
17
LPL Financial
California
$2.26M +$143K +6,350 +6%
Stifel Financial
18
Stifel Financial
Missouri
$1.69M +$9.55K +425 +0.5%
WS
19
Wedbush Securities
California
$1.64M +$436K +19,400 +34%
OC
20
Oppenheimer & Co
New York
$1.56M +$164K +7,301 +11%
P
21
&Partners
Tennessee
$1.24M +$177K +7,891 +16%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.09M +$145K +6,477 +15%
KWA
23
Kingswood Wealth Advisors
California
$844K +$41.1K +1,830 +5%
RAM
24
Readystate Asset Management
Illinois
$789K -$2.3M -102,276 -74%
PFO
25
PMG Family Office
Texas
$788K +$88.4K +3,936 +12%
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