Company profile

Virtus Artificial Intelligence & Technology Opportunities Fund Insider Trading

AIO

Every SEC Form 4 insider trading filing for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) since April 2023 — open-market buys and sells by directors and officers, option exercises, and cluster activity, updated as each filing is reported to the SEC. Why 2023?

Exchange
NYSE
CIK
0001778114
Filings
7
Insiders
6
Last filing
2026-08-10

Activity summary

Recent insider activity is bearish. Over the last 30 days, insiders net sold $1.3M across 6 transactions.

Quarterly balance

Buy and sell value by quarter, Q2 23 to Q3 26. Virtus Artificial Intelligence & Technology Opportunities Fund insiders are net sellers across the period shown.

Q2 23Q4 23Q3 25Q1 26Q3 26

Bars below the rule are sales, above are purchases. Largest quarter on the chart is $1.3M.

90 day insight

Over the last 90 days, Virtus Artificial Intelligence & Technology Opportunities Fund insiders sold $1.3M across 6 transactions with no open-market purchases.

  • Most active insider: Chen James C. K. with 3 transactions totaling $300K.
  • Largest single sale: $774K by Kass Justin on Aug 10, 2026.

Activity skews bearish — sales outpace buys.

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValue
Aug 10, 2026Kass JustinAIO
Disposition
29,481.584$26.27$774K
Aug 10, 2026Jue Stephen BAIO
Disposition
4,682$26.25$123K
Aug 10, 2026Chen James C. K.AIO
Disposition
3,853.259$26.12$101K
Aug 10, 2026Chen James C. K.AIO
Disposition
7,382$26.16$193K
Aug 10, 2026Chen James C. K.AIO
Disposition
250$26.20$7K

5 more transactions hidden

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Top insiders

By total value filed.

Kass Justin1 filing$774K
Chen James C. K.3 filings$300K
Jue Stephen B2 filings$263K
Bradley William Patrick IIIEVP, CFO and Treasurer2 filings+$6K
McDaniel Connie DDirector1 filing+$50K

Institutional Ownership

Top 13F-HR holders of Virtus Artificial Intelligence & Technology Opportunities Fund as of 2026-06-30

↓ decreasing
Total reported AUM
$22.5M
QoQ change
-83.4%
Reporting period
2026-06-30
#1
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$3.4M
120K shares
#2
LPL Financial LLC
CIK 0001403438
$3.3M
117K shares
#3
Oppenheimer & Co Inc
CIK 0000822581
$2.0M
73K shares

Data source: quarterly 13F-HR filings — institutional holders report positions within 45 days of quarter end. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →