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Virtus Allianzgi Artificial shares owned by Serenus Wealth Advisors

Quarter-by-quarter ownership of Virtus Allianzgi Artificial (AIO) shares owned by Serenus Wealth Advisors from 13F filings

Historical chart of Serenus Wealth Advisors investment in Virtus Allianzgi Artificial

Tip: Access up to 7 years of quarterly data

All positions including Virtus Allianzgi Artificial held by Serenus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Allianzgi Artificial by Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $532k 22k 24.03
2025-06-30 $549k 22k 24.82
2025-03-31 $456k 22k 20.63
2024-12-31 $546k 22k 24.66

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Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Ishares Russell 1000 Value Etf Etf (IWD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Serenus Wealth Advisors

Top funds holding Virtus Allianzgi Artificial

Morgan Stanley
Wells Fargo & Company
UBS Group
Advisors Asset Management
Ameriprise Financial
Royal Bank of Canada
Steward Partners Investment Advisory
Raymond James Financial
Hennion & Walsh Asset Management
Summit Financial
LPL Financial
Stifel Financial
Oppenheimer & Co
Wolverine Asset Management
Wedbush Morgan Securities

View all funds holding Virtus Allianzgi Artificial