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Equibles

Alteri Wealth LLC

Position in AIO — Virtus Artificial Intelligence & Technology Opportunities Fund

CIK 2054980 WESTLAKE VILLAGE, CA
Back to AIO Full portfolio

Position in AIO

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$485,975
+$115,518 QoQ
Shares Held
17,313
+0.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#37
of 83 holders
Holding Since
Dec 2024
7 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, 2026

Alteri Wealth LLC holds $10,235,701 across 26 Asset Management names. AIO ranks #10 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 1,012 $973,098
2 STK
Columbia Seligman Premium Technology Growth Fund, Inc.
 17,447 $939,869
3 BX
Blackstone Inc.
 7,288 $857,578
4 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 43,258 $806,329
5 MUC
Blackrock Muniholdings California Quality Fund, Inc.
 68,764 $755,716
6 QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
 20,790 $626,610
7 BTZ
Blackrock Credit Allocation Income Trust
 52,262 $534,117
8 ETW
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
 54,885 $529,091

All Filings in AIO

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $485,975 17,313
2026-03-31 $370,457 17,303
2025-12-31 $378,558 17,405
2025-09-30 $418,001 17,395
2025-06-30 $392,031 15,795
2025-03-31 $289,748 14,045
2024-12-31 $315,894 12,810