NYSE · AIO

Virtus Artificial Intelligence & Technology Opportunities Fund

Smart money pulse

What insiders and funds are doing

Mixed Insiders: as of Nov 12 Funds: as of Jun 30, 2026
−1000+100 +6
  • account_balance
    36 funds bought, 28 sold in the quarter ended Jun 30, 2026. 17 were new holders.
  • info
    No real insider sales in 12 months. Planned 10b5-1 sales and tax withholding are left out.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

85 funds report owning AIO, up from 78

Holdings as of Jun 30, 2026
New17
Added19
Held31
Trimmed18
Sold out10

Last quarter

Who bought and who sold

Change in shares held, biggest holdings first. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

No insider filings loaded for the last 12 months.

Congress · last 12 months

Members of Congress who traded AIO

All Congress trades
AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest Kevin Hern OK-1 · Joint Sale $15,001 – $50,000 Traded Sep 23, 2026 Reported Oct 13, 2026
AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest Kevin Hern OK-1 · Joint Partial sale $15,001 – $50,000 Traded Sep 14, 2026 Reported Sep 25, 2026
AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest Kevin Hern OK-1 · Child Sale $1,001 – $15,000 Traded Sep 3, 2026 Reported Sep 25, 2026
AIO Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest Kevin Hern OK-1 · Joint Partial sale $15,001 – $50,000 Traded Aug 31, 2026 Reported Sep 25, 2026

Amounts are the ranges members report, not exact amounts. Reports can come up to 45 days after the trade. From House and Senate STOCK Act reports. This is data, not advice.

Top holders

Biggest funds in AIO

As of Jun 30, 2026
FundValueChange
Morgan Stanley$30.9M+2%
Bank of America Corp$24.4M+6%
Wells Fargo & Company$17.3M−3%
UBS Group AG$12.7M+5%
Ameriprise Financial Inc$10.7M+1%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast