AIO
Virtus Artificial Intelligence & Technology Opportunities Fund$23.05 +0.24 (+1.05%)
Oct 26 4:00 PM ET · prev $22.81
Market cap
$787.4M
Small cap
1 year
−5.1%
from $24.28 · Oct 27
30 days
−7.8%
from $24.99
52-week range
$21.10–28.38
−19% from high · low Mar 30
Avg volume 20D
83.8K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$1.4M
0 buyers · 4 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
Reddit crowd
50°
Neutral · 1 mention this week
Filing reports
1
analyzed by SecBot
Congress trades
1
disclosed
SecBot read MIXED 1 report · 90 days
Balance 0 bearish · 0 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 1/1
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- S Mar 20 1 insider sell $43.1K at $21.56
- X Jul 31 Short interest falls 61.8% to 9.5K
- S Aug 10 3 insiders sell $1.3M at $26.25
- X Aug 14 Short interest jumps 70.6% to 16.2K
- X Aug 31 Short interest jumps 172.4% to 44.1K
- X Sep 15 Short interest falls 54.6% to 20.0K
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $1.4M.
- InstitutionsMIXED
Q2 2026: 2 added (0 new), 2 trimmed or exited.
- TrendDOWNTREND
8% below its 50-day average.
- SocialQUIET
Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 20260
new positions
0
exits
| Fund | Move | Value |
|---|---|---|
| WOLVERINE ASSET MANAGEMENT LLC | TRIM | $1.3M |
| NewEdge Advisors, LLC | ADD | $556.3K |
| Cetera Investment Advisers | TRIM | $441.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | $110.2K |
| Cetera Investment Advisers | TRIM | $569.1K |
| OSAIC HOLDINGS, INC. | ADD | $478.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | $433.3K |
| DAVENPORT & Co LLC | TRIM | $256.9K |
Quarterly 13F filings are due 45 days after each quarter ends.
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Oct 5, 2026
Earnings date
AIO Q2 2027 Earnings Scheduled — 2026-10-05
Apr 30, 2026
Short interest
FTD: AIO — 35,114 shares ($0.8M) failed to deliver
Settlement: 20260430, Price: $24.07, FTD Value: $845,193.98, VIRTUS ARTIFICIAL INTELL & TEC
Apr 9, 2026
Earnings date
AIO Q4 2026 Earnings Scheduled — 2026-04-09
Congressional trades
AIO trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Type | Amount |
|---|---|---|---|
| Sep 23, 2026 | Kevin Hern R· HOUSE· Joint account· Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund | SELL | $15,001 - $50,000 |
Insider ledger
Form 4$0
bought · 0 insiders
$1.4M
sold · 4 insiders
| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 10, 2026 | Jue Stephen B | TO ISSUER | $140.2K |
| Aug 10, 2026 | Jue Stephen B | TO ISSUER | $122.9K |
| Aug 10, 2026 | KASS JUSTIN | TO ISSUER | $774.4K |
| Aug 10, 2026 | Chen James C. K. | TO ISSUER | $193.1K |
| Aug 10, 2026 | Chen James C. K. | TO ISSUER | $6.6K |
| Aug 10, 2026 | Chen James C. K. | TO ISSUER | $100.7K |
| Aug 10, 2026 | KASS JUSTIN | SELL | $774.4K |
| Aug 10, 2026 | Jue Stephen B | SELL | $122.9K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | — | — | — | $0.00 |
| Next Q | — | — | — | $0.00 |
| Current FY | — | — | — | $0.00 |
| Next FY | — | — | — | $0.00 |
Short side
FINRA· Oct 15, 2026🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 5, 2026 Earnings calendar
AIO Q2 2027 Earnings Scheduled — 2026-10-05
Sep 23, 2026 Congress
Aug 26, 2026 SEC Kevin Hern sell
$15,001 - $50,000 — House
Two insiders at Virtus AI & Tech Opportunities Fund sold a combined $781K in shares on August 10, 2026, with the bulk…
CLUSTER — Impact 2/10
Aug 10, 2026 Insider
Jue Stephen B disposed of 5,318 shares
$26.36 ($140.2K)
Aug 10, 2026 Insider
Jue Stephen B disposed of 4,682 shares
$26.25 ($122.9K)
Aug 10, 2026 Insider
KASS JUSTIN disposed of 29,481.584 shares
$26.27 ($774.4K)
Jun 30, 2026 Inst.
WOLVERINE ASSET MANAGEMENT LLC — TRIM
47,230 shares ($1.3M)
Jun 30, 2026 Inst.
NewEdge Advisors, LLC — ADD
19,819 shares ($556.3K)
Reddit
Crowd this week 50° Neutral 0 bullish · 0 bearish
Mentions, 7 days 1 0 in posts · 1 in comments
Recent comments
All social signals and their track recordsSecBot reports
1 filing · 0 bullish · 0 bearish · 1 neutralAll AIO filing & press-release reports (1)
- CLUSTER reportAug 26, 2026