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Virtus Artificial Intelligence & Technology Opportunities Fund (AIO): insider trading, Congress trades & who owns it

By CapitalSnitch Research Desk · updated Oct 11, 2026 · data from SEC filings and official Congress disclosures
Insider signal
20/100
Heavy insider selling · 90 days
Insider buys
$0
0 buyers · 12 months
Insider sales
$1.4M
4 sellers · 12 months
Funds holding
84
13F · Q2 2026
Congress trades
2
1 member · 2 years

Insider activity at Virtus Artificial Intelligence & Technology Opportunities Fund has been all selling for a year now: about $1.4 million from four sellers, and zero buyers with their own money.

Selling on its own is common and often pre-planned (10b5-1 plans, taxes, diversification), so it matters more when it is unusually heavy or broad.

84 investment managers listed AIO in their latest 13F filings (Q2 2026); more funds bought than sold. Quarter by quarter: Last full quarter: net selling by insiders. Insiders bought in 1 of the last 7 full quarters. Members of Congress reported 2 trades in AIO over the past two years (one member).

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Latest insider trades in AIO

FiledInsiderRoleTypeSharesPriceValueSource
Aug 26, 2026Jue Stephen BOtherSell4,682$26.25$123KSEC
Aug 26, 2026Jue Stephen BOtherSell5,318$26.36$140KSEC
Aug 26, 2026Chen James C. K.OtherSell7,382$26.16$193KSEC
Aug 26, 2026Chen James C. K.OtherSell3,853$26.12$101KSEC
Aug 26, 2026Chen James C. K.OtherSell250$26.21$7KSEC
Aug 26, 2026KASS JUSTINOtherSell29,482$26.27$774KSEC
Mar 23, 2026BRADLEY WILLIAM PATRICK IIICFOSell2,000$21.56$43KSEC
Jul 29, 2025BRADLEY WILLIAM PATRICK IIICFOBuy2,000$24.79$50KSEC
Dec 12, 2023MCDANIEL CONNIE DDirectorBuy2,925$17.10$50KSEC
Jun 30, 2023BURKE DONALD CDirectorBuy832$18.04$15KSEC

Congress trades in AIO Free

FiledMemberTypeAmountSource
Sep 25, 2026Kevin Hern RSale$1,001 - $15,000Official filing
Sep 25, 2026Kevin Hern RSale (partial)$15,001 - $50,000Official filing

Questions about AIO

Are insiders buying or selling AIO stock?

In the last 12 months Virtus Artificial Intelligence & Technology Opportunities Fund insiders made open-market purchases worth about $0 and sales worth about $1.4 million. Data comes from SEC Form 4 filings, updated every 30 minutes on CapitalSnitch.

When was the last insider trade in AIO?

The most recent open-market insider trade in AIO was filed on 2026-08-26.

How many institutions own AIO?

84 investment managers reported holding AIO in SEC Form 13F filings for Q2 2026.

Has any member of Congress traded AIO?

Yes. Members of Congress reported 2 trades in AIO over the past two years. The full list is free on CapitalSnitch.

Also active in insider buying

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Public-record data for research and education, not investment advice. Insider sales are often pre-planned (10b5-1). Congress data: Data derived from public disclosures filed under the Ethics in Government Act and the STOCK Act, republished free for public transparency and news reporting. Disclosures may lag the trade by 45 days or more and show amounts only as ranges. This data may not be used for credit rating, loan underwriting, solicitation of money (political, charitable or other), direct-mail or commercial targeting (5 U.S.C. 13107).