Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

AIO holding history

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

AIO overview All 13F holders of AIO Full Q2 2026 holdings

Shares (Q2 2026): 11,209
Value: $314.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of AIO by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,209	$314.6K	<0.1%	−312−2.7%	Reduced	Holders
Q1 2026	11,521	$246.7K	<0.1%	+364+3.3%	Added	Holders
Q4 2025	11,157	$253.7K	<0.1%	–	No prior filing	Holders