AIO
Virtus AllianzGI Artificial Intelligence & Technology Opps
US
0
Insider buys (3m)
6
Insider sells (3m)
-$1.3M
Net value (3m)
—
Price return (3m)
Form 4 filings
| Date | Insider | Activity | Shares | Price |
|---|---|---|---|---|
| Aug 26, 2026 | Chen James C. K. · other: PM | Sale | 3,853 | $26 |
| Aug 26, 2026 | Jue Stephen B · other: PM | Sale | 5,318 | $26 |
| Aug 26, 2026 | Jue Stephen B · other: PM | Sale | 4,682 | $26 |
| Aug 26, 2026 | KASS JUSTIN · other: PM | Sale | 29,482 | $26 |
| Aug 26, 2026 | Chen James C. K. · other: PM | Sale | 7,382 | $26 |
| Aug 26, 2026 | Chen James C. K. · other: PM | Sale | 250 | $26 |
| Mar 23, 2026 | BRADLEY WILLIAM PATRICK III · officer: EVP, CFO and Treasurer | Sale | 2,000 | $22 |
Institutional positioning
13F filings over the trailing two quarters
New 12Increased 33Reduced 25Sold out 76
| Filer | Action | Shares | Filed |
|---|---|---|---|
| MORGAN STANLEY | Reduced | 1,084,779 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | Reduced | 818,600 | May 18, 2026 |
| WELLS FARGO & COMPANY/MN | Increased | 639,062 | Jul 8, 2026 |
| UBS GROUP AG | Reduced | 432,242 | May 5, 2026 |
| AMERIPRISE FINANCIAL INC | Reduced | 378,044 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | Reduced | 364,064 | May 15, 2026 |
| SABA CAPITAL MANAGEMENT, L.P. | New Position | 243,827 | May 15, 2026 |
| ADVISORS ASSET MANAGEMENT, INC. | Reduced | 213,532 | May 15, 2026 |
| KARPUS MANAGEMENT, INC. | New Position | 193,632 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 164,699 | May 4, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Increased | 162,634 | May 12, 2026 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Increased | 150,221 | May 8, 2026 |
| 1607 Capital Partners, LLC | Increased | 143,676 | Sep 2, 2026 |
| RAYMOND JAMES FINANCIAL INC | Increased | 135,770 | May 14, 2026 |
| HENNION & WALSH ASSET MANAGEMENT, INC. | Reduced | 132,703 | May 13, 2026 |
Insider activity from SEC Form 4; institutional positioning from 13F filings · Latest filing Aug 26, 2026