Stocks › AIO
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO·NYSE·
United States·USD
United States·USD$25.71
+0.45 (+1.78%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
AIO
Virtus Artificial Intelligence & Technology Opportunities Fund · NYSE
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
AIOS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of AIO by members of U.S. Congress · 3 on record · 2 in the last 12 months
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Kevin HernHouse · R · OK |
AIOVirtus Artificial Intelligence & Technology Opportunities Fund · Stock |
Sale $1,001 - $15,000 |
Sep 25, 2026 | Sep 3, 2026 | Filing ↗ |
| Kevin HernHouse · R · OK |
AIOVirtus Artificial Intelligence & Technology Opportunities Fund · Stock |
Sale $15,001 - $50,000 |
Sep 25, 2026 | Aug 31, 2026 | Filing ↗ |
| Kevin HernHouse · R · OK |
AIOVirtus Artificial Intelligence & Technology Opportunities Fund · Stock |
Purchase $1,001 - $15,000 |
Feb 17, 2021 | Jan 11, 2021 | Filing ↗ |
Whale Activity
Institutional 13F positions
No 13F positions in AIO among the institutional filers we track.
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by AIO insiders, by quarter · Form 4
Recent Insider Transactions
45 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Jue Stephen B | Sale Amended | −5,318 | $26.36 | $140K | Aug 10, 2026 | Form 4 ↗ |
| Jue Stephen B | Sale Amended | −4,682 | $26.25 | $123K | Aug 10, 2026 | Form 4 ↗ |
| Chen James C. K. | Sale Amended | −7,382 | $26.16 | $193K | Aug 10, 2026 | Form 4 ↗ |
| Chen James C. K. | Sale Amended | −3,853 | $26.12 | $101K | Aug 10, 2026 | Form 4 ↗ |
| Chen James C. K. | Sale Amended | −250 | $26.20 | $7K | Aug 10, 2026 | Form 4 ↗ |
| KASS JUSTIN | Sale Amended | −29.5K | $26.27 | $774K | Aug 10, 2026 | Form 4 ↗ |
| BRADLEY WILLIAM PATRICK IIIEVP, CFO and Treasurer | Sale | −2,000 | $21.56 | $43K | Mar 20, 2026 | Form 4 ↗ |
| BRADLEY WILLIAM PATRICK IIIEVP, CFO and Treasurer | Purchase | +2,000 | $24.79 | $50K | Jul 29, 2025 | Form 4 ↗ |
| MCDANIEL CONNIE DDirector | Purchase | +2,925 | $17.10 | $50K | Dec 11, 2023 | Form 4 ↗ |
| BURKE DONALD CDirector | Purchase | +832 | $18.04 | $15K | Jun 28, 2023 | Form 4 ↗ |
| DeCotis Deborah ADirector | Purchase | +1,117 | $21.87 | $24K | Mar 3, 2022 | Form 4 ↗ |
| McLoughlin Philip RDirector | Purchase | +500 | $21.60 | $11K | Feb 25, 2022 | Form 4 ↗ |
| Cogan Sarah EDirector | Purchase | +1,000 | $25.37 | $25K | Jan 13, 2022 | Form 4 ↗ |
| AYLWARD GEORGE RPresident and CEO · Director | Purchase | +3,685 | $27.14 | $100K | Dec 21, 2021 | Form 4 ↗ |
| MACLEOD JAMES SDirector | Purchase | +2,050 | $26.83 | $55K | Oct 1, 2021 | Form 4 ↗ |
| Drummond F FordDirector | Purchase | +360 | $27.80 | $10K | Apr 29, 2021 | Form 4 ↗ |
| Rappaport AlanDirector | Purchase | +1,500 | $27.76 | $42K | Apr 27, 2021 | Form 4 ↗ |
| Allianz Global Investors U.S. LLC | Sale | −5,573 | $28.05 | $156K | Jan 20, 2021 | Form 4 ↗ |
| Chen James C. K. | Purchase | +150 | $18.70 | $3K | Jun 11, 2020 | Form 4 ↗ |
| Chen James C. K. | Purchase | +200 | $18.81 | $4K | Jun 11, 2020 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding AIO · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| Saba Closed-End Funds ETF Exchange Listed Funds Trust | 155.7K | $4.2M | 0.99% | May 31, 2026 |
| Modern Capital Tactical Income Fund Modern Capital Funds Trust | 60.7K | $1.7M | 2.51% | Jun 30, 2026 |
| Calamos CEF Income & Arbitrage ETF Calamos ETF Trust | 36.5K | $922K | 2.72% | Jul 31, 2026 |
| First Trust Income Opportunities ETF First Trust Exchange-Traded Fund VIII | 31.9K | $858K | 1.08% | May 31, 2026 |
| Multi-Hedge Strategies Fund Rydex Variable Trust | 732 | $21K | 0.08% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 261 | $7K | 0.08% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list AIO's shares (CUSIP 92838Y100), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
Schedule 13D / 13G beneficial-ownership filings
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming Virtus Artificial Intelligence & Technology Opportunities Fund as client
No lobbying filings found naming Virtus Artificial Intelligence & Technology Opportunities Fund as the client.
Government Contracts
Federal awards to Virtus Artificial Intelligence & Technology Opportunities Fund · USAspending
No federal contract awards found for Virtus Artificial Intelligence & Technology Opportunities Fund.
U.S. Patents
Recent USPTO applications naming Virtus Artificial Intelligence & Technology Opportunities Fund
No USPTO patent applications found for Virtus Artificial Intelligence & Technology Opportunities Fund.
Annual Financials
From AIO's 10-K filings · XBRL
No annual XBRL figures on record for AIO. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in AIO's price history.
Material Events (8-K)
Corporate events filed with the SEC
No 8-K filings on record.
About Virtus Artificial Intelligence & Technology Opportunities Fund
From SEC EDGAR company records
HeadquartersGREENFIELD, MA
IncorporatedMA
SEC CIK0001778114 ↗
Former namesVirtus AllianzGI Artificial Intelligence & Technology Opportunities Fund, AllianzGI Artificial Intelligence & Technology Opportunities Fund, AllianzGI Artificial Intelligence Opportunities Fund