StockCIK 1778114
Virtus Artificial Intelligence & Technology Opportunities Fund (AIO): Insider Trades and Fund Holdings
In the past 12 months, Virtus Artificial Intelligence & Technology Opportunities Fund insiders reported 0 open-market purchases worth $0 and 3 sales worth $1.34M; 0 of the sales were reported as made under a 10b5-1 trading plan.
0Insider buys, 12 months
$0Bought by insiders, 12 months
$1.34MSold by insiders, 12 months
0Tracked funds holding
Timeline: news and trades
Company filings (8-K), insider trades, notices of planned sales (Form 144) and fund moves in the past year, newest first.
- Aug 10, 2026Insider saleOther Justin Kass sold $774,416
- Aug 10, 2026Insider saleOther James C. K. Chen sold $300,279
- Aug 10, 2026Insider saleOther Stephen B. Jue sold $263,092
Recent insider trades
Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Aug 26, 2026.
| Filed | Insider | Type | Value |
|---|---|---|---|
| Aug 26 | Justin KassOther | ▼ SELL | $774K |
| Aug 26 | James C. K. ChenOther | ▼ SELL | $300K |
| Aug 26 | Stephen B. JueOther | ▼ SELL | $263K |
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings
Insiders who traded in the past year
| Insider | Role | Buys | Bought | Sells | Sold |
|---|---|---|---|---|---|
| Justin Kass | Other | 0 | $0 | 1 | $774K |
| James C. K. Chen | Other | 0 | $0 | 1 | $300K |
| Stephen B. Jue | Other | 0 | $0 | 1 | $263K |
Reading these numbers
Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →