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AIO · Virtus Artificial Intelligence & Technology Opportunit
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AIO Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Insider Trading, Ownership & Congress Trades

Funds & Trusts · Registered investment company · CIK 0001778114
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter

What the filings say about AIO

Insiders, 180 days
-$1.3M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
0 bought · 1 sold
Latest: sale, 2026-09-03

Virtus Artificial Intelligence & Technology Opportunities Fund insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Virtus Artificial Intelligence & Technology Opportunities Fund insiders sold a net $1.3M of stock across 15 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
KASS JUSTIN
SELL
2026-08-26 SECtraded 2026-08-10
29,481.5838
$774.4K
-10.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • 2 other insiders sold within 30 days.
Insider activity: Insider KASS JUSTIN sold about $774.4K of AIO on Aug 10, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days.
Chen James C. K.
SELL
2026-08-26 SECtraded 2026-08-10
3,853.2589
$100.7K
-10.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 50.5% of the 7,632 shares held after it.
  • 2 other insiders sold within 30 days.
Insider activity: Insider Chen James C. K. sold about $100.7K of AIO on Aug 10, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days.
Chen James C. K.
SELL
2026-08-26 SECtraded 2026-08-10
7,382
$193.1K
-10.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 2952.8% of the 250 shares held after it.
  • 2 other insiders sold within 30 days.
Insider activity: Insider Chen James C. K. sold about $193.1K of AIO on Aug 10, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days.
Chen James C. K.
SELL
2026-08-26 SECtraded 2026-08-10
250
$6.6K
-10.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • 2 other insiders sold within 30 days.
Insider activity: Insider Chen James C. K. sold about $6.6K of AIO on Aug 10, 2026; 2 other insiders sold within 30 days.
Jue Stephen B
SELL
2026-08-26 SECtraded 2026-08-10
5,318
$140.2K
-10.7%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 113.6% of the 4,682 shares held after it.
  • 2 other insiders sold within 30 days.
Insider activity: Insider Jue Stephen B sold about $140.2K of AIO on Aug 10, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days.
15 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 10 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$1.3M over 180 days
-$1.3M over 90 days
below 94% of Funds & Trusts
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
1.0 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch AIO

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+12.8%12M
-6%+7%+21%+35%2025-102025-122026-022026-042026-062026-082026-10 2026-08-10 · KASS JUSTIN sold $774.4K2026-08-10 · Chen James C. K. sold $193.1K2026-08-10 · Jue Stephen B sold $140.2K2026-08-10 · Jue Stephen B sold $122.9K2026-08-10 · Chen James C. K. sold $100.7K2026-03-20 · BRADLEY WILLIAM PATRICK III sold $43.1K2026-08-10 · Chen James C. K. sold $6.6K
Insider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns AIO: institutional holders (13F)

13F holdings, latest reported quarter
SEC 13F
No reported 13F holders

No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.

Congress trades in AIO

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Kevin Hern
Sold 2026-09-03 · disclosed 22 days later
$1,001 - $15,000
Kevin Hern
Sold 2026-08-31 · disclosed 25 days later
$15,001 - $50,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

AIO planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $1.3M sold by insiders over 180 days. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
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AIO Stock Sonar score 2/7 axes

Find similar shapesCompare
Insider conviction
2
Inputs
  • Net Form 4 buying (codes P and S), 180d-$1.3M · 5 pct, sector of 142
  • Insider buyers, 180d0 · 0 pct, sector of 142
Institutional and government
11
Inputs
  • Funds adding, latest quarterfewer than five funds report holding it
  • Congress net buyers, 365d-1 · 11 pct, universe of 719
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
5 not measured: Profitability, Financial health, Growth, Risk and compliance, US patents
  • Profitability needs 2 of 4 inputs, 0 present: not filed
  • Financial health needs 1 of 2 inputs, 0 present: not filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • Risk and compliance needs 1 of 4 inputs, 0 present: needs two 10-Ks with a Risk Factors section (not 20-F filers or stubs); no short interest or no free float on file; revenue under $50M or not filed, so a count cannot be scaled to size
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

2 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

AIO filings, in plain words

Are Virtus Artificial Intelligence & Technology Opportunities Fund insiders buying or selling AIO?

In the 180 days to 2026-10-28, Virtus Artificial Intelligence & Technology Opportunities Fund insiders were net sellers, a net $1.3M across purchases and sales reported on Form 4, by 3 sellers.

Have members of Congress traded AIO?

Yes. In the year to 2026-10-28, 0 House members disclosed buying AIO and 1 House member disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-09-03.

Read the full summary

In the 180 days to 2026-10-28, Virtus Artificial Intelligence & Technology Opportunities Fund insiders were net sellers of AIO, a net $1.3M across purchases and sales reported on Form 4 by 3 sellers. None of the 6 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 0 members of Congress disclosed buying AIO and 1 member disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-09-03. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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