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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AIO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AIO Position History
Virtus Artificial Intelligence & Technology Opportunities Fund • Technology
Quarters held
5
Latest value
$549K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $997K |
| Q1 2026 | $433K |
| Q2 2026 | $587K |
| Q3 2026 | $549K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $549K | 21.6K | — | — |
| Q2 2026 | $587K | 21.8K | — | — |
| Q1 2026 | $433K | 19.9K | — | — |
| Q4 2025 | $997K | 44.5K | — | — |
| Q3 2025 | $1M | 43.8K | — | — |
Other funds holding AIO
$30.9M
$28M
$23.2M
$23M