# Virtus Artificial Intelligence & Technology Opportunities Fund: overview

AIO · NYSE · CIK 1778114 · [Other](/sectors/other.md) · fiscal year ends Jan 31

Pages: [Overview](/companies/aio.md) · [Financials](/companies/aio/financials.md) · [Filings](/companies/aio/filings.md) · [Insiders](/companies/aio/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/aio/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $30.9m | 1,102,313 |  | Added +17,534 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $24.4m | 869,826 |  | Added +51,226 |
| [WELLS FARGO & COMPANY/MN](/funds/72971.md) | 2026-06-30 | $17.3m | 616,773 |  | Reduced −22,289 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $12.7m | 452,669 |  | Added +20,427 |
| [AMERIPRISE FINANCIAL INC](/funds/820027.md) | 2026-06-30 | $10.7m | 380,282 |  | Added +2,238 |
| [ROYAL BANK OF CANADA](/funds/1000275.md) | 2026-06-30 | $10.0m | 354,982 |  | Reduced −9,082 |
| [Karpus Management, Inc.](/funds/1048703.md) | 2026-06-30 | $9.1m | 324,291 |  | Added +130,659 |
| [Allspring Global Investments Holdings, LLC](/funds/1890906.md) | 2026-06-30 | $6.2m | 222,394 |  | New +222,394 |
| [Saba Capital Management, L.P.](/funds/1510281.md) | 2026-06-30 | $5.1m | 179,928 |  | Reduced −63,899 |
| [Advisors Asset Management, Inc.](/funds/1297376.md) | 2026-06-30 | $4.7m | 168,611 |  | Reduced −44,921 |

## Recent filings

[All 158 filings](/companies/aio/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2020-07-07 | 11:57 ET | [8-K](/filings/0001193125-20-188401.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001193125-20-188401 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1778114
- Tickers: AIO
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: MA
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:15 ET. No prices; not investment advice.