| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Kevin Hern OK01 | 2 | −$40.5K | Sold Sep 3, 26 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Sep 3, 26 | Kevin Hern OK01 | Child | Sell | $1,001 - $15,000 | Sep 25, 26 (22d) | |
| Aug 31, 26 | Kevin Hern OK01 | Joint | Sell (part) | $15,001 - $50,000 | Sep 25, 26 (25d) |
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
No insider transactions reported for AIO.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.1 | 1.7 | -7.0 | 14.3 | 9.9 | 4.3 | -10.2 | 4.1 | -5.3 | 1.3 | +15.9% | ||
| 2025 | 1.5 | -4.7 | -13.5 | 1.3 | 13.2 | 4.9 | 0.0 | -1.2 | -2.0 | 2.6 | -5.1 | -7.0 | −11.8% |
| 2024 | 7.4 | 4.1 | 3.2 | -3.4 | 2.9 | 8.8 | -1.9 | 1.7 | 1.4 | 1.6 | 10.0 | 0.4 | +41.7% |
| 2023 | 7.6 | -1.7 | 1.6 | -3.7 | -0.3 | 10.1 | 0.9 | -1.8 | -9.4 | -5.9 | 10.9 | 1.0 | +7.5% |
| 2022 | -4.9 | -7.1 | -0.2 | -12.4 | -4.3 | -11.6 | 10.9 | -3.1 | -10.5 | 5.6 | 5.7 | -6.9 | −34.7% |
| 2021 | 1.6 | 2.3 | -3.1 | 4.6 | -1.4 | 1.2 | -3.0 | 4.0 | -4.6 | 3.9 | -2.5 | -8.2 | −6.0% |
| 2020 | -1.9 | -10.1 | -9.7 | 11.5 | 4.5 | 5.8 | 6.1 | 5.2 | -2.0 | -2.3 | 13.8 | 9.9 | +31.2% |
| 2019 | 1.0 | -0.5 | +0.5% |
No analyst coverage for this instrument.
Virtus Artificial Intelligence & Technology Opportunities Fund is a closed-end multi asset fund spealizes in equity and debt securities. They prefer to invest in artificial intelligence and technology. They use fundamental research. The fund invests at least 80% of its assets in securities tied to artificial intelligence and technology-driven businesses, targeting innovators and disruptors across multiple sectors.