Insider Transactions Reported by 18 Insiders of Virtus Artificial Intelligence & Technology Opportunities Fund

Symbol: AIO on NYSE
Location: Greenfield, MA

Quick Takeaways

AIO - Virtus Artificial Intelligence & Technology Opportunities Fund has 18 insiders with reported activity on this page.
Net insider value flow over the last year: +$6,460.
Recent transaction rows are available for direct filing-level review.

What Changed

Buy value: $49,580; sell value: $43,120.
Net share flow: 0.

Why This Matters

This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Source Evidence

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to buying over the last 12 months. Net value: +$6,460.

Buys

$49,580

Shares: 2,000

Insiders: 1

Sells

$43,120

Shares: 2,000

Insiders: 1

Net

+$6,460

Shares: 0

Insiders: 0

Window (months)	Buy shares	Sell shares	Buy $	Sell $	Net $
0-3	0	2,000	$0	$43,120	-$43,120
3-6	0	0	$0	$0	$0
6-9	0	0	$0	$0	$0
9-12	2,000	0	$49,580	$0	+$49,580

Virtus Artificial Intelligence & Technology Opportunities Fund executives and other stock owners filed with the SEC include:

Name	Relationship	Holdings Value	Past Year Net Change	Valuation	Report Date
James S. Macleod	Director	$69,261		Mixed	01 Oct 2021
George R. Aylward	President and CEO, Director	$63,019		Mixed	21 Dec 2021
Connie D. McDaniel	Director	$50,022		Filing P/S	11 Dec 2023
Deborah A. DeCotis	Director	$19,102		Mixed	03 Mar 2022
Sarah E. Cogan	Director	$17,102		Mixed	13 Jan 2022
Donald C. Burke	Director	$14,221		Mixed	28 Jun 2023
Zino Brian T.	Director	$13,681		Mixed	01 Jan 2022
Philip R. McLoughlin	Director	$8,551		Mixed	25 Feb 2022
William Patrick Bradley III	EVP, CFO and Treasurer	$0	+$6,460	Mixed	20 Mar 2026
R. Keith Walton	Director			Mixed	12 Jul 2022
VOYA INVESTMENT MANAGEMENT CO	Subadviser to the issuer			Mixed	25 Jul 2022
Richard W. Smirl	Evp			Mixed	22 Jun 2021
Christine Hurtsellers	CEO - Subadviser to the issuer			Mixed	25 Jul 2022
David J. Oberto	Portfolio Manager			Mixed	01 Feb 2022
Vincent J. Costa	CIO-Subadviser to the issuer			Mixed	25 Jul 2022
Paul Zemsky	CIO-Subadviser to the issuer			Mixed	25 Jul 2022
Geraldine M. Mcnamara	Director			Mixed	01 Jan 2023
Matthew Toms	CEO, Voya Investment Managemen			Mixed	10 Jan 2024

Top shareholders of Virtus Artificial Intelligence & Technology Opportunities Fund (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
MORGAN STANLEY	13F	Company	— class O/S missing	1,076,406	$23,411,841	—	31 Dec 2025	13F
BANK OF AMERICA CORP /DE/	13F	Company	— class O/S missing	845,745	$18,394,944	—	31 Dec 2025	13F
WELLS FARGO & COMPANY/MN	13F	Company	— class O/S missing	628,201	$13,663,377	—	31 Dec 2025	13F
AMERIPRISE FINANCIAL INC	13F	Company	— class O/S missing	461,223	$10,031,597	—	31 Dec 2025	13F
UBS Group AG	13F	Company	— class O/S missing	452,479	$9,841,418	—	31 Dec 2025	13F
ROYAL BANK OF CANADA	13F	Company	— class O/S missing	427,602	$9,300,000	—	31 Dec 2025	13F
Advisors Asset Management, Inc.	13F	Company	— class O/S missing	349,789	$7,607,911	—	31 Dec 2025	13F
WOLVERINE ASSET MANAGEMENT LLC	13F	Company	— class O/S missing	165,881	$3,607,912	—	31 Dec 2025	13F
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	13F	Company	— class O/S missing	154,073	$3,351,088	—	31 Dec 2025	13F
Steward Partners Investment Advisory, LLC	13F	Company	— class O/S missing	140,804	$3,062,487	—	31 Dec 2025	13F
READYSTATE ASSET MANAGEMENT LP	13F	Company	— class O/S missing	139,148	$3,026,469	—	31 Dec 2025	13F
Hennion & Walsh Asset Management, Inc.	13F	Company	— class O/S missing	133,918	$2,912,716	—	31 Dec 2025	13F
RAYMOND JAMES FINANCIAL INC	13F	Company	— class O/S missing	123,918	$2,695,216	—	31 Dec 2025	13F
Summit Financial, LLC	13F	Company	— class O/S missing	100,157	$2,297,114	—	31 Dec 2025	13F
LPL Financial LLC	13F	Company	— class O/S missing	99,050	$2,154,337	—	31 Dec 2025	13F
STIFEL FINANCIAL CORP	13F	Company	— class O/S missing	78,721	$1,712,194	—	31 Dec 2025	13F
OPPENHEIMER & CO INC	13F	Company	— class O/S missing	65,780	$1,430,715	—	31 Dec 2025	13F
WEDBUSH SECURITIES INC	13F	Company	— class O/S missing	57,402	$1,248,000	—	31 Dec 2025	13F
Cetera Investment Advisers	13F	Company	— class O/S missing	51,644	$1,123,267	—	31 Dec 2025	13F
&PARTNERS	13F	Company	— class O/S missing	50,131	$1,090,345	—	31 Dec 2025	13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	13F	Company	— class O/S missing	44,497	$997,178	—	31 Dec 2025	13F
FIRST TRUST ADVISORS LP	13F	Company	— class O/S missing	44,533	$968,592	—	31 Dec 2025	13F
KINGSWOOD WEALTH ADVISORS, LLC	13F	Company	— class O/S missing	37,593	$817,647	—	31 Dec 2025	13F
SeaCrest Wealth Management, LLC	13F	Company	— class O/S missing	33,550	$753,533	—	31 Dec 2025	13F
SYKON CAPITAL LLC	13F	Company	— class O/S missing	33,906	$737,456	—	31 Dec 2025	13F
PMG Family Office LLC	13F	Company	— class O/S missing	32,884	$715,227	—	31 Dec 2025	13F
Shaker Financial Services, LLC	13F	Company	— class O/S missing	30,899	$707,873	—	31 Dec 2025	13F
Calamos Advisors LLC	13F	Company	— class O/S missing	29,393	$639,298	—	31 Dec 2025	13F
Janney Montgomery Scott LLC	13F	Company	— class O/S missing	28,421	$618,000	—	31 Dec 2025	13F
CreativeOne Wealth, LLC	13F	Company	— class O/S missing	25,943	$564,267	—	31 Dec 2025	13F
DAVENPORT & Co LLC	13F	Company	— class O/S missing	23,200	$504,600	—	31 Dec 2025	13F
Strategic Advocates LLC	13F	Company	— class O/S missing	21,935	$482,133	—	31 Dec 2025	13F
Serenus Wealth Advisors, LLC	13F	Company	— class O/S missing	22,119	$481,088	—	31 Dec 2025	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	— class O/S missing	20,065	$436,410	—	31 Dec 2025	13F
DECISION INVESTMENTS, INC	13F	Company	— class O/S missing	19,297	$419,710	—	31 Dec 2025	13F
Moors & Cabot, Inc.	13F	Company	— class O/S missing	19,203	$417,666	—	31 Dec 2025	13F
CHAPIN DAVIS, INC.	13F	Company	— class O/S missing	18,400	$400,201	—	31 Dec 2025	13F
Alteri Wealth LLC	13F	Company	— class O/S missing	17,405	$378,553	—	31 Dec 2025	13F
TRUIST FINANCIAL CORP	13F	Company	— class O/S missing	16,364	$355,907	—	31 Dec 2025	13F
Prospera Financial Services Inc	13F	Company	— class O/S missing	14,124	$307,212	—	31 Dec 2025	13F
OSAIC HOLDINGS, INC.	13F	Company	— class O/S missing	13,251	$288,266	—	31 Dec 2025	13F
NewEdge Advisors, LLC	13F	Company	— class O/S missing	12,605	$274,159	—	31 Dec 2025	13F
David J Yvars Group	13F	Company	— class O/S missing	12,146	$264,183	—	31 Dec 2025	13F
EVOLVE PRIVATE WEALTH, LLC	13F	Company	— class O/S missing	11,157	$253,749	—	31 Dec 2025	13F
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	13F	Company	— class O/S missing	11,254	$244,785	—	31 Dec 2025	13F
JANE STREET GROUP, LLC	13F	Company	— class O/S missing	10,910	$237,292	—	31 Dec 2025	13F
Wealthcare Advisory Partners LLC	13F	Company	— class O/S missing	10,231	$222,515	—	31 Dec 2025	13F
J.W. COLE ADVISORS, INC.	13F	Company	— class O/S missing	9,761	$212,291	—	31 Dec 2025	13F
SPIREPOINT PRIVATE CLIENT, LLC	13F	Company	— class O/S missing	9,733	$211,693	—	31 Dec 2025	13F
RIVERNORTH CAPITAL MANAGEMENT, LLC	13F	Company	— class O/S missing	9,246	$201,101	—	31 Dec 2025	13F

Recent Insider Transactions by Companies or Individuals for Virtus Artificial Intelligence & Technology Opportunities Fund

Showing up to 300 most recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	Value $	* Price $	Shares	Shares Owned	Date	Ownership
William Patrick Bradley III	AIO	Common Stock	Sale	-100%	$43,120	$21.56	-2,000	0	20 Mar 2026	Direct
William Patrick Bradley III	AIO	Common Stock	Purchase		$49,580	$24.79	2,000	2,000	29 Jul 2025	Direct

* An asterisk sign (*) next to the price indicates that the price is likely invalid.