Virtus Artfcl SEC Filings

AIO NYSE

Welcome to our dedicated page for Virtus Artfcl SEC filings (Ticker: AIO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Convertible bond positions, distribution policies, and leverage ratios inside Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) disclosures can bury the details investors really need. The closed-end fund’s focus on AI-driven and broader technology holdings means every report is packed with sector jargon. If you have ever searched for Virtus Artificial Intelligence & Technology Opportunities Fund SEC filings explained simply, Stock Titan provides the answer. Our AI-powered summaries turn dense language into plain insight the moment a document hits EDGAR.

This page delivers every submission in one feed – from the annual report 10-K simplified and quarterly earnings report 10-Q filing to 8-K material events explained and the fund-specific N-CSR portfolio schedule. We flag Virtus Artificial Intelligence & Technology Opportunities Fund insider trading Form 4 transactions instantly, offering Form 4 insider transactions real-time alerts and concise earnings report filing analysis. Understanding Virtus Artificial Intelligence & Technology Opportunities Fund SEC documents with AI now takes minutes, not hours.

Use these filings to spot executive stock transactions Form 4 before distribution announcements, compare NAV trends quarter-over-quarter, or review the proxy statement executive compensation sections ahead of shareholder votes. Investors typing “Virtus Artificial Intelligence & Technology Opportunities Fund quarterly earnings report 10-Q filing” or “Virtus Artificial Intelligence & Technology Opportunities Fund executive stock transactions Form 4” arrive here because every practical question links to a clear answer. Browse, search, download, or let our AI highlight what matters – capital gains, risks, and portfolio shifts – so your decisions stay focused.

06/25/2025 12:35 PM

Filing

[NPORT-P] Virtus Artificial Intelligence & Technology Opportunities Fund SEC Filing

Rhea-AI Summary

This is a Form NPORT-P filing for the Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) filed on June 28, 2025. Form NPORT-P is a monthly portfolio holdings report required by the SEC for registered investment companies.

The filing appears to be a template or blank form structure without actual portfolio data filled in. The form is designed to collect detailed information including:

Fund assets, liabilities, and net assets
Portfolio-level risk metrics for debt securities
Securities lending activities and borrower information
Monthly returns and derivative positions performance
Interest rate and credit spread risk measures

While the form structure is present, no material investment or performance data is visible in this filing. This appears to be either a draft filing or a form template rather than a completed NPORT-P submission with actual portfolio information.

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FAQ

What is the current stock price of Virtus Artfcl (AIO)?

The current stock price of Virtus Artfcl (AIO) is $24.77 as of June 28, 2025.

What is the market cap of Virtus Artfcl (AIO)?

The market cap of Virtus Artfcl (AIO) is approximately 808.6M.

What is the primary focus of Virtus Artfcl?

Virtus Artfcl is focused on investing in the technology and artificial intelligence sectors through a diversified closed-end management approach.

How does the fund generate revenue?

The fund generates revenue through a combination of current income, current gains, and long-term capital appreciation, managing a diversified investment portfolio.

What distinguishes Virtus Artfcl in the competitive landscape?

Its distinguished focus on technology and AI investments, along with a rigorous market analysis framework and a closed-end structure, sets it apart from traditional investment funds.

What does a closed-end fund structure imply for investors?

A closed-end structure means that the fund operates with a fixed pool of capital over a set term, allowing for a strategic and disciplined investment approach without the need for continuous fundraising.

How does the fund manage risk?

Risk is managed through diversification across various technology investments and a disciplined investment strategy that focuses on both income generation and capital growth.

What type of investors might be interested in Virtus Artfcl?

Investors seeking a balanced approach with exposure to innovative technology sectors and a focus on both immediate income and long-term capital appreciation may find this fund appealing.

How does market analysis play a role in the fund's strategy?

The fund leverages robust market analysis and industry-specific insights to identify promising opportunities in the rapidly evolving fields of AI and technology, ensuring informed investment decisions.

Can you explain the investment philosophy behind the fund?

The investment philosophy centers on combining advanced market research with a diversified portfolio, aiming to navigate market volatility while capturing growth in high-potential sectors.