Virtus Artificial Intelligence & Technology Opportunities Fund

NYSE:AIOFinancial Services

——At close · Market cap —

Virtus Artificial Intelligence & Technology Opportunities Fund · Ownership · TradingHolo

Open-market trades from Form 4 filings

Insiders bought $0 and sold $2.26M in the filings shown.

Date	Name	Role	Type	Shares	Value
Mon, 10 Aug 2026	KASS JUSTIN	other	S-Sale	29,482	$774.48K
Mon, 10 Aug 2026	Chen James C. K.	other	S-Sale	3,853	$100.65K
Mon, 10 Aug 2026	KASS JUSTIN	other	S-Sale	29,482	$774.42K
Mon, 10 Aug 2026	Chen James C. K.	other	S-Sale	250	$6.55K
Mon, 10 Aug 2026	Chen James C. K.	other	S-Sale	7,382	$193.08K
Mon, 10 Aug 2026	Chen James C. K.	other	S-Sale	3,853	$100.65K
Mon, 10 Aug 2026	Jue Stephen B	other	S-Sale	4,682	$122.9K
Mon, 10 Aug 2026	Jue Stephen B	other	S-Sale	5,318	$140.19K
Mon, 10 Aug 2026	Chen James C. K.	other	D-Return	7,382	$193.08K
Mon, 10 Aug 2026	Chen James C. K.	other	D-Return	3,853	$100.65K
Mon, 10 Aug 2026	Chen James C. K.	other	D-Return	250	$6.55K
Mon, 10 Aug 2026	Chen James C. K.	other	D-Return	3,853	$100.65K
Mon, 10 Aug 2026	Chen James C. K.	other: PM	D-Return	7,382	$193.08K
Mon, 10 Aug 2026	Chen James C. K.	other: PM	D-Return	250	$6.55K
Mon, 10 Aug 2026	KASS JUSTIN	other: PM	D-Return	29,482	$774.42K
Mon, 10 Aug 2026	Chen James C. K.	other: PM	D-Return	3,853	$100.65K
Mon, 10 Aug 2026	KASS JUSTIN	other	D-Return	29,482	$774.42K
Mon, 10 Aug 2026	KASS JUSTIN	other	D-Return	29,482	$774.48K
Mon, 10 Aug 2026	Jue Stephen B	other: PM	D-Return	5,318	$140.19K
Mon, 10 Aug 2026	Jue Stephen B	other: PM	D-Return	4,682	$122.9K
Mon, 10 Aug 2026	Jue Stephen B	other	D-Return	4,682	$122.9K
Mon, 10 Aug 2026	Jue Stephen B	other	D-Return	5,318	$140.19K
Fri, 20 Mar 2026	BRADLEY WILLIAM PATRICK III	officer: EVP, CFO and Treasurer	S-Sale	2,000	$43.12K

From 13F filings · Tue, 30 Jun 2026

Holder	Shares	% out	Change
MORGAN STANLEY	1,102,313	3.2%	+17,534
BANK OF AMERICA CORP /DE/	869,826	2.5%	+51,226
WELLS FARGO & COMPANY/MN	616,773	1.8%	−22,289
UBS Group AG	452,669	1.3%	+20,427
AMERIPRISE FINANCIAL INC	380,282	1.1%	+2,238
ROYAL BANK OF CANADA	354,982	1.0%	−9,082
Karpus Management, Inc.	324,291	0.9%	+130,659
Allspring Global Investments Holdings, LLC	222,394	0.6%	—
Saba Capital Management, L.P.	179,928	0.5%	−63,899
Advisors Asset Management, Inc.	168,611	0.5%	−44,921
RAYMOND JAMES FINANCIAL INC	160,042	0.5%	+24,272
Steward Partners Investment Advisory, LLC	151,097	0.4%	+876
1607 Capital Partners, LLC	143,676	0.4%	+123,566