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David J Yvars Group AIO Position History
Virtus Artificial Intelligence & Technology Opportunities Fund • Technology
Quarters held
5
Latest value
$216K
Q3 2026
Peak value
$288K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $288K |
| Q4 2025 | $264K |
| Q1 2026 | $265K |
| Q2 2026 | $242K |
| Q3 2026 | $216K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $216K | 8.7K | — | — |
| Q2 2026 | $242K | 8.6K | — | — |
| Q1 2026 | $265K | 12.4K | — | — |
| Q4 2025 | $264K | 12.1K | — | — |
| Q3 2025 | $288K | 12.0K | — | — |
Other funds holding AIO
$30.9M
$28M
$23.2M
$23M