Strategic Advocates LLC
Position in AIO — Virtus Artificial Intelligence & Technology Opportunities Fund
CIK 1991340
LOGAN, UT
Position in AIO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,066
+$2,151 QoQ
Shares Held
323
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#79
of 84 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Strategic Advocates LLC holds $481,664 across 13 Asset Management names. AIO ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
22,621 | $248,604 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
|
10,400 | $126,048 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
1,444 | $43,565 | |
| 4 | FSK |
FS KKR Capital Corp
|
2,526 | $26,523 | |
| 5 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
This page
|
323 | $9,066 | |
| 6 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
367 | $8,639 | |
| 7 | LGI |
Lazard Global Total Return & Income Fund Inc
|
451 | $8,334 | |
| 8 | ACP |
abrdn Income Credit Strategies Fund
|
586 | $3,047 |
All Filings in AIO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,066 | 323 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,915 | 323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $477,086 | 21,935 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $629,345 | 26,190 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $1,127,448 | 45,425 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $866,460 | 42,000 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||