Virtus Artificial Intelligence & Technology Opportunities Fund
AIO- Exchange
- NYSE
- SEC CIK
- 0001778114
In the last 90 days, Virtus Artificial Intelligence & Technology Opportunities Fund insiders filed 0 open-market purchases and 3 sales; 83 institutions reported holding it in 13F filings for Q2 2026, worth $187.3M in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Virtus Artificial Intelligence & Technology Opportunities Fund insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 3 filings
- 3 insiders, $1.34M in total
- Insiders trading
- 3
- Net value
- −$1.34M
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Virtus Artificial Intelligence & Technology Opportunities Fund, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Jue Stephen B | Other: PM | 0 | Aug 26, 2026 | 1 |
| Chen James C. K. | Other: PM | 0 | Aug 26, 2026 | 1 |
| Kass Justin | Other: PM | 0 | Aug 26, 2026 | 1 |
| Bradley William Patrick III | EVP, CFO and Treasurer | 0 | Mar 23, 2026 | 1 |
| McDaniel Connie D | Director | 2,925 | Dec 12, 2023 | 0 |
| Burke Donald C | Director | 832 | Jun 30, 2023 | 0 |
| DeCotis Deborah A | Director | 1,117 | Mar 4, 2022 | 0 |
| McLoughlin Philip R | Director | 500 | Mar 1, 2022 | 0 |
| Cogan Sarah E | Director | 1,000 | Jan 14, 2022 | 0 |
| Aylward George R | President and CEO | 3,685 | Dec 22, 2021 | 0 |
| Macleod James S | Director | 4,050 | Oct 5, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 26, 2026 (view filing)3:36 PM ET | Aug 10 | 16 days | Jue Stephen BOther: PM | SSaleVirtus Artificial Intelligence Opportunities Fund | −10.0K | $26.31 | −$263.1K | −100.0%0 after | Amended2 lots |
| Aug 26, 2026 (view filing)3:13 PM ET | Aug 10 | 16 days | Chen James C. K.Other: PM | SSaleVirtus Artificial Intelligence Opportunities Fund | −11.5K | $26.14 | −$300.3K | −100.0%0 after | Amended3 lots |
| Aug 26, 2026 (view filing)2:51 PM ET | Aug 10 | 16 days | Kass JustinOther: PM | SSaleVirtus Artificial Intelligence Opportunities Fund | −29.5K | $26.27 | −$774.4K | −100.0%0 after | Amended |
| Mar 23, 2026 (view filing) | Mar 20 | 3 days | Bradley William Patrick IIIEVP, CFO and Treasurer | SSale | −2.00K | $21.56 | −$43.1K | −100.0%0 after | |
| Jul 29, 2025 (view filing) | Jul 29 | Same day | Bradley William Patrick IIIEVP, CFO and Treasurer | PPurchase | +2.00K | $24.79 | +$49.6K | New position2.00K after | |
| Dec 12, 2023 (view filing) | Dec 11 | 1 day | McDaniel Connie DDirector | PPurchase | +2.92K | $17.10 | +$50.0K | New position2.92K after | |
| Jun 30, 2023 (view filing) | Jun 28 | 2 days | Burke Donald CDirector | PPurchase | +831.54 | $18.04 | +$15.0K | New position831.54 after | |
| Mar 4, 2022 (view filing) | Mar 3 | 1 day | DeCotis Deborah ADirector | PPurchase | +1.12K | $21.87 | +$24.4K | New position1.12K after | |
| Mar 1, 2022 (view filing) | Feb 25 | 4 days | McLoughlin Philip RDirector | PPurchase | +500 | $21.60 | +$10.8K | New position500 after | |
| Jan 14, 2022 (view filing) | Jan 13 | 1 day | Cogan Sarah EDirector | PPurchase | +1.00K | $25.37 | +$25.4K | New position1.00K after | |
| Dec 22, 2021 (view filing) | Dec 21 | 1 day | Aylward George RPresident and CEO | PPurchase | +3.69K | $27.14 | +$100.0K | New position3.69K after | |
| Oct 5, 2021 (view filing) | Oct 1 | 4 days | Macleod James SDirector | PPurchase | +2.05K | $26.83 | +$55.0K | +102.5%4.05K after |