AIO — VIRTUS ARTIFICIAL INTELLIGEN

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in VIRTUS ARTIFICIAL INTELLIGEN (AIO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q3)
Avg. % of fund
0.0%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 100 -555 -84.7% 0.00% $2K $21.92
2023 Q4 REDUCED 655 -11,312 -94.5% 0.00% $11K $13.73
2023 Q3 ADDED 11,967 +11,273 +1624.4% 0.01% $198K $12.68
2023 Q1 UNCHANGED 694 — 0% 0.00% $12K $12.71
2022 Q4 INITIATED 694 — — 0.00% $11K —
% of Fund (quarterly)    AIO price (monthly, adj. close)

Other funds also holding AIO

As of 2025 Q4 — sorted by position size

SYKON CAPITAL LLC 0.24% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.22% Shaker Financial Services, LLC 3Y 7Y 0.22% David J Yvars Group 3Y 0.14% Advisors Asset Management, Inc. 3Y 7Y 0.13% Strategic Advocates LLC 0.12% Hennion & Walsh Asset Management, Inc. 3Y 0.1% CHAPIN DAVIS, INC. 3Y 0.09% SeaCrest Wealth Management, LLC 3Y 7Y 0.08% Aveo Capital Partners, LLC 3Y 7Y 0.05%
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