AIO · Insider trading · 13F holders · Congress trades
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)
Who is buying and selling AIO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 2
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
AIO at a glance
- No open-market insider purchases or sales of AIO were filed in the last 90 days.
- 2 13F filers hold AIO among their 50 largest positions, worth $1.6M combined. The biggest bets by portfolio weight are PMG Family Office LLC (0.9%) and Serenus Wealth Advisors, LLC (0.1%).
- Members of Congress have disclosed 3 AIO trades since 2021, 0 purchases and 2 sales in the past year; the latest was Kevin Hern (R-OK), selling $1K–15K on Sep 3, 2026.
- AIO last closed at $23.61 on Oct 30, 2026.
AIO insider trading
No open-market insider purchases or sales of AIO were filed in the last 90 days.
Who owns AIO? Hedge funds and superinvestors
2 13F filers hold AIO among their 50 largest positions, worth $1.6M combined. The biggest bets by portfolio weight are PMG Family Office LLC (0.9%) and Serenus Wealth Advisors, LLC (0.1%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| PMG Family Office LLCWealth manager | 0.9% | $954K | 38,376 | +3.3% shares | Q3 2026 |
| Serenus Wealth Advisors, LLCWealth manager | 0.1% | $621K | 22,119 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 1). Screen AIO in the grand portfolio →
AIO stock trades by members of Congress
Members of Congress have disclosed 3 AIO trades since 2021, 0 purchases and 2 sales in the past year; the latest was Kevin Hern (R-OK), selling $1K–15K on Sep 3, 2026.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Sep 25, 2026 | Kevin HernR-OK · House | Sale | $1K–15K | Sep 3, 2026 | -9.2% |
| Sep 25, 2026 | Kevin HernR-OK · House | Sale | $15K–50K | Aug 31, 2026 | -10.1% |
| Feb 17, 2021 | Kevin HernR-OK · House | Buy | $1K–15K | Jan 11, 2021 | -14.4% |
Analysis mentioning AIO
Posts from the blog that cover Virtus Artificial Intelligence & Technology Opportunities Fund, newest first.
AIO questions and answers
Are insiders buying AIO stock?
No open-market insider purchases or sales of AIO were filed in the last 90 days.
Which hedge funds own AIO?
2 13F filers hold AIO among their 50 largest positions, worth $1.6M combined. The biggest bets by portfolio weight are PMG Family Office LLC (0.9%) and Serenus Wealth Advisors, LLC (0.1%).
Has Congress traded AIO?
Members of Congress have disclosed 3 AIO trades since 2021, 0 purchases and 2 sales in the past year; the latest was Kevin Hern (R-OK), selling $1K–15K on Sep 3, 2026.
Who is the largest holder of AIO?
Among 13F filers, PMG Family Office LLC reports the largest AIO position, $954K (38,376 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is PMG Family Office LLC's: 0.9% of its portfolio.
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Free to use with a link back. The data updates every filing day.