Ancora Advisors LLC

CIK

1446114

City

Cleveland

State / Country

OH

Stock

AIO — Virtus Artificial Intelligence & Technology Opportunities Fund

Top Portfolio Positions

1,537 positions · $3,389,784,165 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
LKQ	Lkq Corp Consumer Cyclical	8,046,484	$236,325,234	6.97%
AAPL	Apple Inc. Technology	533,204	$135,321,843	3.99%
COLD	Americold Realty Trust Real Estate	11,618,502	$133,148,032	3.93%
AVGO	Broadcom Inc. Technology	413,811	$128,078,641	3.78%
RBA	Rb Global Inc. Industrials	1,228,190	$117,722,010	3.47%
MSFT	Microsoft Corp Technology	239,267	$88,569,465	2.61%
JPM	Jpmorgan Chase & Co Financial Services	280,357	$82,469,814	2.43%
ABBV	AbbVie Inc. Healthcare	317,574	$69,069,168	2.04%
ETN	Eaton Corp plc Industrials	182,670	$65,335,578	1.93%
JNJ	Johnson & Johnson Healthcare	251,294	$61,426,304	1.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in AIO

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,141	100	0.0%	Shares	Sole	2026-05-15
2025-12-31	$2,175	100	0.0%	Shares	Sole	2026-02-17
2025-09-30	$2,403	100	0.0%	Shares	Sole	2025-11-14
2025-06-30	$2,482	100	0.0%	Shares	Sole	2025-08-14
2025-03-31	$2,063	100	0.0%	Shares	Sole	2025-05-15
2024-12-31	$2,466	100	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,197	100	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,171	100	0.0%	Shares	Sole	2024-08-14
2024-03-31	$2,007	100	0.0%	Shares	Sole	2024-05-16
2023-12-31	$1,740	100	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,651	100	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,840	100	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,740	100	—	Shares	Sole	2023-05-16
No 13F history on record for this holder in this stock.