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Change Path, LLC

SEC CIK
0001739728
Latest filing
Aug 13, 2026

AIO holding history

Virtus Artificial Intelligence & Technology Opportunities Fund in every 13F filed by Change Path, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIO overviewAll 13F holders of AIOFull Q2 2026 holdings

Shares (Q2 2026)
25,897
Value
$726.9K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of AIO by Change Path, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,897$726.9K<0.1%−588−2.2%ReducedHolders
Q1 202626,485$567.0K<0.1%+542+2.1%AddedHolders
Q4 202525,943$564.3K<0.1%−2,242−8.0%ReducedHolders
Q3 202528,185$677.3K<0.1%−5,065−15.2%ReducedHolders
Q2 202533,250$825.3K<0.1%−3,727−10.1%ReducedHolders
Q1 202536,977$762.8K<0.1%−8,116−18.0%ReducedHolders
Q4 202445,093$1.11M<0.1%+45,093NewHolders