Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)

Market Closed

17 Jul, 20:00

NYSE

$

25. 47

-0.68

-2.6004%

925.72M Market Cap

0.6% Div Yield

113,400 Volume

$ 26.15

Previous Close

Investors:

Add Transaction

Day Range

25.15 26

Year Range

20.91 28.6

Want to track AIO and more in your Portfolio? 🎯

Sign up for Marketlog, a portfolio tracker that will exceed your expectations!

Get Started For Free

Virtus Artificial Intelligence & Technology Opportunities Fund Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
JD Jim Dushek HARBOUR INVESTMENTS Inc.	360	$9,259.7	$9,532.8	$273.1	2.95%
Daniel L. Lippincott Karpus Management Inc.	193,632	$4.15M	$5.13M	$988,491.48	23.84%
PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc.	119,516	$2.81M	$3.16M	$343,315.41	12.2%
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC	39,423	$870,784.15	$1.04M	$165,843.63	19.05%
SCL Sykon Capital LLC SYKON CAPITAL LLC	17,606	$290,949.3	$464,881.15	$173,931.85	59.78%
Bradley Harsch Strategic Advocates LLC	323	$8,016.81	$8,493.28	$476.47	5.94%
Christopher C. Powers Farther Finance Advisors, LLC	575	$12,564	$14,645.25	$2,081.25	16.57%
Courtney Haddad Concurrent Investment Advisors, LLC	9,504	$203,476	$249,907.68	$46,431.68	22.82%
Kathryn Miceli Kiely Wealth Advisory Group, Inc.	50	$1,277	$1,314.75	$37.75	2.96%
Joshua Stipcich Tidemark, LLC	409	$9,749.27	$10,754.65	$1,005.38	10.31%
SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC	26	$549	$683.67	$134.67	24.53%
SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC	12,674	$274,658.8	$332,312.28	$57,653.48	20.99%
Highline Wealth Partners LLC Highline Wealth Partners LLC	100	$2,403	$2,662	$259	10.78%
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC	22,119	$545,455	$564,034.5	$18,579.5	3.41%
AWL Alteri Wealth LLC Alteri Wealth LLC	17,303	$420,958.22	$440,534.38	$19,576.16	4.65%
Ameriflex Group Inc. Ameriflex Group Inc.	10,800	$253,236.22	$274,698	$21,461.78	8.48%
William F. Blake PMG Family Office LLC	36,820	$870,048.74	$962,843	$92,794.26	10.67%

1

Blog Affiliate Program About Terms Privacy Help Contact Us

2026 © Marketlog. All Rights Reserved.