AIO on NYSE

Virtus Artificial Intelligence & Technology Opportunities Fund

Virtus Artificial Intelligence & Technology Opportunities Fund is a fund registered in the United States, based in Hartford, active since 2019.² Its shares trade on NYSE under the symbol AIO.²

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Last updated Oct 21, 2026.

Overview

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TickerAIO on NYSE²
HeadquartersHartford, United States²
Incorporated inMA³
Business address101 Munson Street, Greenfield, Ma 01301³
Legal formFUND²
Kind of organizationFund²
LEI549300ZE8QERJKXOVW89²
StatusActive²
LEI statusIssued and current²
Registered addressC/O CORPORATION SERVICE COMPANY, 02109 Boston, United States²
Registered withSecurities and Exchange Commission, 0001778114²

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Leadership

Who has led Virtus Artificial Intelligence & Technology Opportunities Fund, and when. Pick a name to see everywhere that person has worked.

Chief executive

President

20202025

Chief executive officerMatthew Toms Jan 22, 2024 to Jan 22, 2024⁴
Chief executive officerGeorge R. Aylward Jr. Feb 11, 2021 to Dec 22, 2021⁵
Chief executive officerThomas J. Fuccillo Oct 25, 2019 to Oct 25, 2019⁶
PresidentGeorge R. Aylward Jr. Feb 11, 2021 to Dec 22, 2021⁵
PresidentThomas J. Fuccillo Oct 25, 2019 to Oct 25, 2019⁶

Board members and other officers (30)

Portfolio ManagerDavid J. Oberto Mar 3, 2022 to Mar 3, 2022⁷
EVPFrancis G. Waltman Feb 11, 2021 to Feb 11, 2021⁸
EVPRichard W. Smirl Jun 30, 2021 to Jun 30, 2021⁹
Assistant SecretaryCraig Ruckman Oct 25, 2019 to Oct 25, 2019¹⁰
Assistant SecretaryDebra Rubano Oct 25, 2019 to Oct 25, 2019¹¹
Assistant TreasurerOrhan Dzemaili Oct 25, 2019 to Oct 25, 2019¹²
Assistant TreasurerRichard J. Cochran Oct 25, 2019 to Oct 25, 2019¹³
TreasurerScott Whisten Oct 25, 2019 to Oct 25, 2019¹⁴
Portfolio ManagerStephen B. Jue Oct 25, 2019 to Oct 25, 2019¹⁵
Chief Compliance OfficerThomas L. Harter Oct 25, 2019 to Oct 25, 2019¹⁶
Board memberGeraldine M. McNamara Jan 6, 2023 to Jan 6, 2023¹⁷
Board memberDonald C. Burke May 30, 2023 to Jun 30, 2023¹⁸
Board memberConnie D. McDaniel May 31, 2023 to Dec 12, 2023¹⁹
Board memberBrian T. Zino Jan 4, 2022 to Jan 4, 2022²⁰
Board memberR. Keith Walton Jul 19, 2022 to Jul 19, 2022²¹
Board memberGeorge R. Aylward Jr. Feb 11, 2021 to Dec 22, 2021⁵
Board memberPhillip R. McLaughlin Feb 11, 2021 to Mar 1, 2022²²
Board memberAlan Rappaport Oct 25, 2019 to Apr 28, 2021²³
Board memberBradford K. Gallagher Oct 25, 2019 to Oct 25, 2019²⁴
Board memberDavey Scoon Oct 25, 2019 to Oct 25, 2019²⁵
Board memberDeborah A. Zoullas Oct 25, 2019 to Mar 4, 2022²⁶
Board memberErick Holt Oct 25, 2019 to Oct 25, 2019²⁷
Board memberF. Ford Drummond Oct 25, 2019 to Apr 29, 2021²⁸
Board memberHans W. Kertess Oct 25, 2019 to Oct 25, 2019²⁹
Board memberJames A. Jacobson Oct 25, 2019 to Oct 25, 2019³⁰
Board memberJames S. Macleod Oct 25, 2019 to Oct 5, 2021³¹
Board memberSarah E. Cogan Oct 25, 2019 to Jan 14, 2022³²
Board memberThomas J. Fuccillo Oct 25, 2019 to Oct 25, 2019⁶
Board memberWilliam B. Ogden Iv. Oct 25, 2019 to Oct 25, 2019³³
General counselAngela Borreggine Oct 25, 2019 to Oct 25, 2019³⁴

Former names

Virtus AllianzGI Artificial Intelligence & Technology Opportunities FundFeb 11, 2021 to Aug 4, 2022³
AllianzGI Artificial Intelligence & Technology Opportunities FundJul 2, 2019 to Feb 10, 2021³
AllianzGI Artificial Intelligence Opportunities FundMay 31, 2019 to Sep 10, 2019³

Timeline

Jan 22, 2024New chief executive Matthew Toms becomes CEO⁴
Feb 11, 2021New chief executive George R. Aylward Jr. becomes CEO⁵
Oct 25, 2019New chief executive Thomas J. Fuccillo becomes CEO⁶
Jun 3, 2019Founded Virtus Artificial Intelligence & Technology Opportunities Fund is founded²

Filings

94 filings to the SEC since October 2021: 27 insider forms, 67 other. The latest 20:

Oct 8, 2026N-CSRS VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND EDGAR
Sep 29, 2026NPORT-P EDGAR
Sep 18, 202640-17G EDGAR
Aug 27, 2026N-PX EDGAR
Aug 26, 20264/A PRIMARY DOCUMENT EDGAR
Aug 26, 20264/A PRIMARY DOCUMENT EDGAR
Aug 26, 20264/A PRIMARY DOCUMENT EDGAR
Aug 18, 20264 PRIMARY DOCUMENT EDGAR
Aug 18, 20264 PRIMARY DOCUMENT EDGAR
Aug 17, 20264 PRIMARY DOCUMENT EDGAR
Jun 26, 2026NPORT-P EDGAR
May 13, 202640-APP/A EDGAR
Apr 20, 2026DEF 14A EDGAR
Apr 14, 2026N-CEN EDGAR
Apr 9, 2026N-CSR VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND EDGAR
Mar 31, 2026NPORT-P EDGAR
Mar 23, 20264 EDGAR
Mar 11, 202640-APP EDGAR
Dec 23, 2025NPORT-P EDGAR
Oct 6, 2025N-CSRS VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND EDGAR

The 94 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

12 open-market trades by officers, directors and large owners since October 2021: 8 buys and 4 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Aug 10, 2026	Jue Stephen B	Sale	10,000	$26.31	$263.1K	Form 4
Aug 10, 2026	Chen James C. K.	Sale	11,485	$26.15	$300.3K	Form 4
Aug 10, 2026	KASS JUSTIN	Sale	29,482	$26.27	$774.5K	Form 4
Mar 20, 2026	BRADLEY WILLIAM PATRICK IIIEVP, CFO and Treasurer	Sale	2,000	$21.56	$43.1K	Form 4
Jul 29, 2025	BRADLEY WILLIAM PATRICK IIIEVP, CFO and Treasurer	Buy	2,000	$24.79	$49.6K	Form 4
Dec 11, 2023	MCDANIEL CONNIE DDirector	Buy	2,925	$17.10	$50.0K	Form 4
Jun 28, 2023	BURKE DONALD CDirector	Buy	832	$18.04	$15.0K	Form 4
Mar 3, 2022	DeCotis Deborah ADirector	Buy	1,117	$21.87	$24.4K	Form 4
Feb 25, 2022	McLoughlin Philip RDirector	Buy	500	$21.60	$10.8K	Form 4
Jan 13, 2022	Cogan Sarah EDirector	Buy	1,000	$25.37	$25.4K	Form 4
Dec 21, 2021	AYLWARD GEORGE RPresident and CEO	Buy	3,685	$27.14	$100.0K	Form 4
Oct 1, 2021	MACLEOD JAMES SDirector	Buy	2,050	$26.83	$55.0K	Form 4

From Forms 4 filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 84. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Morgan Stanley	1,102,313	$30.9M	0.0%	+17,534
Bank Of America Corp /de/	869,826	$24.4M	0.0%	+51,226
Wells Fargo & Company/mn	616,773	$17.3M	0.0%	−22,289
UBS Group AG	452,669	$12.7M	0.0%	+20,427
Ameriprise Financial Inc	380,282	$10.7M	0.0%	+2,238
Royal Bank Of Canada	354,982	$10.0M	0.0%	−9,082
Karpus Management, Inc.	324,291	$9.1M	0.3%	+130,659
Allspring Global Investments Holdings, LLC	222,394	$6.2M	0.0%	New
Saba Capital Management, L.P.	179,928	$5.1M	0.2%	−63,899
Advisors Asset Management, Inc.	168,611	$4.7M	0.1%	−44,921
Raymond James Financial Inc	160,042	$4.5M	0.0%	+24,272
Steward Partners Investment Advisory, LLC	151,097	$4.2M	0.0%	+876
1607 Capital Partners, LLC	143,676	$4.0M	0.4%	+123,566
Hennion & Walsh Asset Management, Inc.	119,516	$3.4M	0.1%	−13,187
LPL Financial LLC	117,085	$3.3M	0.0%	+11,685
Landscape Capital Management, L.l.c.	114,093	$3.2M	0.2%	−48,541
Summit Financial, LLC	111,041	$3.1M	0.0%	+2,390
Stifel Financial Corp	82,791	$2.3M	0.0%	+3,645
Oppenheimer & Co Inc	72,744	$2.0M	0.0%	−337
&partners	64,370	$1.8M	0.0%	+6,348
First Trust Advisors LP	50,556	$1.4M	0.0%	−454
Wolverine Asset Management LLC	47,230	$1.3M	0.0%	−117,469
Kingswood Wealth Advisors, LLC	38,858	$1.1M	0.0%	−565
PMG Family Office LLC	37,136	$1.0M	1.0%	+316
Calamos Advisors LLC	35,745	$1.0M	0.0%	+2,382

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

3 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

Date	Member	Trade	Amount	Vs S&P since	Filing
Sep 3, 2026	Kevin HernRepublican, House	Sale	$1,001 - $15,000	+10.8%	Report
Aug 31, 2026	Kevin HernRepublican, House	Partial sale	$15,001 - $50,000	+12.5%	Report
Jan 11, 2021	Kevin HernRepublican, House	Buy	$1,001 - $15,000	−119.9%	Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How Virtus Artificial Intelligence & Technology Opportunities Fund is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARVirtus Artificial Intelligence & Technology Opportunities Fund¹
CIK0001778114
Incorporated inMassachusetts¹
Fiscal year endsJanuary 31¹
Business address101 Munson Street, Greenfield, MA 01301¹
Phone(866) 270-7598¹
On EDGAR sinceMay 31, 2019¹
Filings209 in all: 3 (45), DEFA14A (34), NPORT-P (28), 4 (25), DEF 14A (9), N-2/A (8), 40-17G (7), N-CEN (7)¹
All 26 form types
N-CSR (7), N-CSRS (7), N-PX (7), CORRESP (6), 4/A (4), DEFR14A (2), PRE 14A (2), 3/A (1), 40-APP (1), 40-APP/A (1), 497 (1), 8-A12B (1), 8-K (1), CERT (1), EFFECT (1), N-2 (1), N-8A (1), UPLOAD (1)
Latest filingsProxy statement (DEF 14A) Apr 20, 2026
Latest 8-K (8-K) Jul 7, 2020

Sources

The numbers on this page point here. Each one links to the record it came from.

1
SEC EDGARVirtus Artificial Intelligence & Technology Opportunities Fund filings on SEC EDGAR
2
GLEIFVirtus Artificial Intelligence & Technology Opportunities Fund LEI record (549300ZE8QERJKXOVW89)
3
SEC EDGARVirtus Artificial Intelligence & Technology Opportunities Fund filings on SEC EDGAR
4
SEC EDGARMatthew Toms, Chief executive officer
5
SEC EDGARGeorge R. Aylward Jr., Chief executive officer
6
SEC EDGARThomas J. Fuccillo, Chief executive officer
7
SEC EDGARDavid J. Oberto, Portfolio Manager
8
SEC EDGARFrancis G. Waltman, EVP
9
SEC EDGARRichard W. Smirl, EVP
10
SEC EDGARCraig Ruckman, Assistant Secretary
11
SEC EDGARDebra Rubano, Assistant Secretary
12
SEC EDGAROrhan Dzemaili, Assistant Treasurer
13
SEC EDGARRichard J. Cochran, Assistant Treasurer
14
SEC EDGARScott Whisten, Treasurer
15
SEC EDGARStephen B. Jue, Portfolio Manager
16
SEC EDGARThomas L. Harter, Chief Compliance Officer
17
SEC EDGARGeraldine M. McNamara, Board member
18
SEC EDGARDonald C. Burke, Board member
19
SEC EDGARConnie D. McDaniel, Board member
20
SEC EDGARBrian T. Zino, Board member
21
SEC EDGARR. Keith Walton, Board member
22
SEC EDGARPhillip R. McLaughlin, Board member
23
SEC EDGARAlan Rappaport, Board member
24
SEC EDGARBradford K. Gallagher, Board member
25
SEC EDGARDavey Scoon, Board member
26
SEC EDGARDeborah A. Zoullas, Board member
27
SEC EDGARErick Holt, Board member
28
SEC EDGARF. Ford Drummond, Board member
29
SEC EDGARHans W. Kertess, Board member
30
SEC EDGARJames A. Jacobson, Board member
31
SEC EDGARJames S. Macleod, Board member
32
SEC EDGARSarah E. Cogan, Board member
33
SEC EDGARWilliam B. Ogden Iv., Board member
34
SEC EDGARAngela Borreggine, General counsel