AIO on NYSE

Virtus Artificial Intelligence & Technology Opportunities Fund

Fund registered in the United States, based in Hartford, active since 2019.

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Last updated Oct 18, 2026.

Overview

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TickerAIO on NYSE
HeadquartersHartford, United States
Incorporated inMA²
Business address101 Munson Street, Greenfield, Ma 01301²

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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, 2024³
Chief executive officerGeorge R. Aylward Jr. Feb 11, 2021 to Dec 22, 2021⁴
Chief executive officerThomas J. Fuccillo Oct 25, 2019 to Oct 25, 2019⁵
PresidentGeorge R. Aylward Jr. Feb 11, 2021 to Dec 22, 2021⁴
PresidentThomas J. Fuccillo Oct 25, 2019 to Oct 25, 2019⁵

Board members and other officers (30)

Portfolio ManagerDavid J. Oberto Mar 3, 2022 to Mar 3, 2022⁶
EVPFrancis G. Waltman Feb 11, 2021 to Feb 11, 2021⁷
EVPRichard W. Smirl Jun 30, 2021 to Jun 30, 2021⁸
Assistant SecretaryCraig Ruckman Oct 25, 2019 to Oct 25, 2019⁹
Assistant SecretaryDebra Rubano Oct 25, 2019 to Oct 25, 2019¹⁰
Assistant TreasurerOrhan Dzemaili Oct 25, 2019 to Oct 25, 2019¹¹
Assistant TreasurerRichard J. Cochran Oct 25, 2019 to Oct 25, 2019¹²
TreasurerScott Whisten Oct 25, 2019 to Oct 25, 2019¹³
Portfolio ManagerStephen B. Jue Oct 25, 2019 to Oct 25, 2019¹⁴
Chief Compliance OfficerThomas L. Harter Oct 25, 2019 to Oct 25, 2019¹⁵
Board memberGeraldine M. McNamara Jan 6, 2023 to Jan 6, 2023¹⁶
Board memberDonald C. Burke May 30, 2023 to Jun 30, 2023¹⁷
Board memberConnie D. McDaniel May 31, 2023 to Dec 12, 2023¹⁸
Board memberBrian T. Zino Jan 4, 2022 to Jan 4, 2022¹⁹
Board memberR. Keith Walton Jul 19, 2022 to Jul 19, 2022²⁰
Board memberGeorge R. Aylward Jr. Feb 11, 2021 to Dec 22, 2021⁴
Board memberPhillip R. McLaughlin Feb 11, 2021 to Mar 1, 2022²¹
Board memberAlan Rappaport Oct 25, 2019 to Apr 28, 2021²²
Board memberBradford K. Gallagher Oct 25, 2019 to Oct 25, 2019²³
Board memberDavey Scoon Oct 25, 2019 to Oct 25, 2019²⁴
Board memberDeborah A. Zoullas Oct 25, 2019 to Mar 4, 2022²⁵
Board memberErick Holt Oct 25, 2019 to Oct 25, 2019²⁶
Board memberF. Ford Drummond Oct 25, 2019 to Apr 29, 2021²⁷
Board memberHans W. Kertess Oct 25, 2019 to Oct 25, 2019²⁸
Board memberJames A. Jacobson Oct 25, 2019 to Oct 25, 2019²⁹
Board memberJames S. Macleod Oct 25, 2019 to Oct 5, 2021³⁰
Board memberSarah E. Cogan Oct 25, 2019 to Jan 14, 2022³¹
Board memberThomas J. Fuccillo Oct 25, 2019 to Oct 25, 2019⁵
Board memberWilliam B. Ogden Iv. Oct 25, 2019 to Oct 25, 2019³²
General counselAngela Borreggine Oct 25, 2019 to Oct 25, 2019³³

Former names

Virtus AllianzGI Artificial Intelligence & Technology Opportunities FundFeb 11, 2021 to Aug 4, 2022²
AllianzGI Artificial Intelligence & Technology Opportunities FundJul 2, 2019 to Feb 10, 2021²
AllianzGI Artificial Intelligence Opportunities FundMay 31, 2019 to Sep 10, 2019²

Timeline

Jan 22, 2024New chief executive Matthew Toms becomes CEO³
Feb 11, 2021New chief executive George R. Aylward Jr. becomes CEO⁴
Oct 25, 2019New chief executive Thomas J. Fuccillo becomes CEO⁵
Jun 3, 2019Founded Virtus Artificial Intelligence & Technology Opportunities Fund is founded³⁴

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 three years, summarized. The full record is on SEC EDGAR.

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).

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