AIO — VIRTUS ARTIFICIAL INTELLIGEN

Ownership history in David J Yvars Group  ·  6 quarters on record

This page tracks every 13F SEC filing in which David J Yvars Group 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
0.22% (2025 Q1)
Avg. % of fund
0.17%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,146 +174 +1.5% 0.14% $264K $21.32
2025 Q3 ADDED 11,972 +87 +0.7% 0.15% $288K $21.92
2025 Q2 REDUCED 11,885 -1,408 -10.6% 0.17% $295K $22.23
2025 Q1 ADDED 13,293 +1,139 +9.4% 0.22% $274K $18.10
2024 Q4 ADDED 12,154 +482 +4.1% 0.18% $300K $21.22
2024 Q3 INITIATED 11,672 — — 0.16% $256K $18.54
% 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% 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% KINGSWOOD WEALTH ADVISORS, LLC 0.04%
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