The company
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest
AIO · NYSE
AIO stood above a rising 150-day average in 23 of the last 52 weekly readings, and has been out of that trend for the last 2 weeks. It is 9.5% below that average now. Financials: 53% of its 739 stocks in an uptrend (−0 points in four weeks).
Statistics
- Rotation
- not in the set
- Weeks in an uptrend
- out for 2
- Insider buys, 12 months
- $0
- Insider sales, 12 months
- $2.8M
- Officials’ trades on record
- 5
- Institutions holding
- 82 (+7)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 23 of 52 weeks.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
5 disclosed lines: House 5, Senate 0, executive 0; 1 people.
| Who | Did | Amount | Traded |
|---|---|---|---|
| Kevin Hern House: U.S. House ClerkOK01 | soldjoint | $15k–$50k | 23 Sep 2026filed 13 Oct 2026 |
| Kevin Hern House: U.S. House ClerkOK01 | soldjoint | $15k–$50k | 14 Sep 2026filed 25 Sep 2026 |
| Kevin Hern House: U.S. House ClerkOK01 | solddependent child | $1k–$15k | 3 Sep 2026filed 25 Sep 2026 |
| Kevin Hern House: U.S. House ClerkOK01 | soldjoint | $15k–$50k | 31 Aug 2026filed 25 Sep 2026 |
| Kevin Hern House: U.S. House ClerkOK01 | boughtjoint | $1k–$15k | 11 Jan 2021filed 17 Feb 2021 |
Insiders
| Who | Did | Shares | Traded |
|---|---|---|---|
| Justin KassOther | sold | 29,481.584at $26.27 | 10 Aug 2026filed 26 Aug 2026 |
| James C. K. ChenOther | sold | 3,853.259at $26.12 | 10 Aug 2026filed 26 Aug 2026 |
| James C. K. ChenOther | sold | 7,382at $26.16 | 10 Aug 2026filed 26 Aug 2026 |
| James C. K. ChenOther | sold | 250at $26.21 | 10 Aug 2026filed 26 Aug 2026 |
| Stephen B. JueOther | sold | 5,318at $26.36 | 10 Aug 2026filed 26 Aug 2026 |
| Stephen B. JueOther | sold | 4,682at $26.25 | 10 Aug 2026filed 26 Aug 2026 |
| William Patrick Bradley IIIEVP, CFO and Treasurer | sold | 2,000at $21.56 | 20 Mar 2026filed 23 Mar 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEYadded · filed 13 Aug 2026 | 1,102,313$30.9M | +17,534+1.6% |
| BANK OF AMERICA CORPadded · filed 14 Aug 2026 | 869,826$24.4M | +51,226+6.3% |
| WELLS FARGO & COMPANYreduced · filed 14 Aug 2026 | 616,773$17.3M | -22,289−3.5% |
| UBS Group AGadded · filed 13 Aug 2026 | 452,669$12.7M | +20,427+4.7% |
| AMERIPRISE FINANCIAL INCadded · filed 14 Aug 2026 | 380,282$10.7M | +2,238+0.6% |
| ROYAL BANK OF CANADAreduced · filed 14 Aug 2026 | 354,982$10.0M | -9,082−2.5% |
| Karpus Management, Inc.added · filed 14 Aug 2026 | 324,291$9.1M | +130,659+67.5% |
| Allspring Global Investments Holdings, LLCnew · filed 13 Aug 2026 | 222,394$6.2M | +222,394 |
| Saba Capital Management, L.P.reduced · filed 14 Aug 2026 | 179,928$5.1M | -63,899−26.2% |
| Advisors Asset Management, Inc.reduced · filed 14 Aug 2026 | 168,611$4.7M | -44,921−21.0% |
News
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Everyone who traded it
Same industry
No other stock in its industry this week.
Government contracts
No federal award is tied to it.
From its SEC filings
No ratio computed from its SEC filings yet.
Analyst forecasts
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