- Issuer ticker
-
AIO
- Reported as of
-
10 Aug 2026
- Net transaction value
-
-$300,280
Source evidence
Original filing metadata and source links for verification.
4 source fields
- SEC form
-
4/A - Amendment
- Accepted by SEC
-
26 Aug 2026, 15:13:26 UTC
- Original report date
-
18 Aug 2026
Reporting owner
1 detail
- Reporting owner signature
-
Brenda DeBlasio
Key filing fact
James C. K. Chen filed Form 4/A - Amendment for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) on 26 Aug 2026.
Key facts
- This page summarizes James C. K. Chen's Form 4/A - Amendment filing for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO).
- 3 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 26 Aug 2026, 15:13.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: -$300,280.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
Ownership activity is grounded in SEC Form 4/A - Amendment disclosures.
View source filing
Reporting Owners (1)
CIK 0001785237
Primary reporting owner
Chen James C. K.
- Relationship
-
Other*
- Address
- 2999 OAK ROAD, SUITE 1000, WALNUT CREEK
- Signature
- Brenda DeBlasio
- Signature date
- 26 Aug 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
AIO
transaction
Virtus Artificial Intelligence Opportunities Fund
Sale
- Transaction value
- $100,650
- Shares
- -3,853
- Change %
- -34%
- Price
-
$26.12
- Shares after
- 7,632
- Date
- 10 Aug 2026
- Ownership
- Direct
AIO
transaction
Virtus Artificial Intelligence Opportunities Fund
Sale
- Transaction value
- $193,078
- Shares
- -7,382
- Change %
- -97%
- Price
-
$26.16
- Shares after
- 250
- Date
- 10 Aug 2026
- Ownership
- Direct
AIO
transaction
Virtus Artificial Intelligence Opportunities Fund
Sale
- Transaction value
- $6,551
- Shares
- -250
- Change %
- -100%
- Price
-
$26.20
- Shares after
- 0
- Date
- 10 Aug 2026
- Ownership
- Direct
* marks a reported price that did not pass the local price check.
SEC remarks
Amending to correct transaction Code from D to S