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Shaker Financial Services, LLC → AIO
Shaker Financial Services, LLC AIO Position History
Virtus Artificial Intelligence & Technology Opportunities Fund • Technology
Quarters held
4
Latest value
$279K
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $304K |
| Q4 2025 | $708K |
| Q1 2026 | $2.4M |
| Q3 2026 | $279K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $279K | 11.2K | — | — |
| Q1 2026 | $2.4M | 111.8K | — | — |
| Q4 2025 | $708K | 30.9K | — | — |
| Q3 2025 | $304K | 12.7K | — | — |
Other funds holding AIO
$30.9M
$28M
$23.2M
$23M