Historical shareholding details of Steward Partners Investment Advisory, LLC holdings in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)

Monthly changes of Steward Partners Investment Advisory, LLC shareholding in Virtus Artificial Intelligence & Technology Opportunities Fund over the previous months

Month	Name	Total no. shares held	Percent Holding
Month	Name	Total no. shares held	Percent Holding
Dec 31, 2024	Steward Partners Investment Advisory, Llc	127,600	0.37%

Sep 30, 2024	Steward Partners Investment Advisory, Llc	116,087	0.34%

Jun 30, 2024	Steward Partners Investment Advisory, Llc	111,124	0.32%

Mar 31, 2024	Steward Partners Investment Advisory, Llc	93,810	0.27%

Dec 31, 2023	Steward Partners Investment Advisory, Llc	85,604	0.25%

Sep 30, 2023	Steward Partners Investment Advisory, Llc	76,914	0.22%

Jun 30, 2023	Steward Partners Investment Advisory, Llc	47,400	0.14%

Mar 31, 2023	Steward Partners Investment Advisory, Llc	19,900	0.06%

Dec 31, 2022	Steward Partners Investment Advisory, Llc	20,750	0.06%