Stephen B. Jue, portfolio manager of the Virtus Artificial Intelligence & Technology Opportunities Fund, disposed of 10,000 shares on August 10, 2026, for a total value of $263,091. The transaction occurred at prices ranging from $26.25 to $26.3612 per share.
The fund, listed on NASDAQ under ticker AIO, currently trades at $26.09, representing a 25% gain year-to-date and a 22% increase over the past 12 months. The vehicle maintains an 8.34% dividend yield and holds a "GREAT" financial health rating according to InvestingPro metrics.
Following the sale, Jue no longer holds a direct beneficial ownership stake in the fund. The transaction was disclosed in regulatory filings and reported on August 26, 2026.
