Virtus Artificial Intelligence &Amp; Technology Opportunities Fund (AIO) — SEC Filings
Virtus Artificial Intelligence &Amp; Technology Opportunities Fund (AIO) — 4 SEC filings. Latest: N-CSR (Apr 9, 2026). Includes 2 DEF 14A, 1 4, 1 N-CSR.
View Virtus Artificial Intelligence &Amp; Technology Opportunities Fund on SEC EDGAR
Overview
Virtus Artificial Intelligence &Amp; Technology Opportunities Fund (AIO) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a N-CSR filed on Apr 9, 2026: Virtus Artificial Intelligence & Technology Opportunities Fund filed its N-CSR report on April 9, 2026, for the period ending January 31, 2026. The filing includes certifications pursuant to Sections 302 and 906 of the Sarbanes-Oxley Act, a Code of Ethics, and a notice to shareholders. The fund is i
Sentiment Summary
Across 4 filings, the sentiment breakdown is: 4 neutral. The dominant filing sentiment for Virtus Artificial Intelligence &Amp; Technology Opportunities Fund is neutral.
Filing Type Overview
Virtus Artificial Intelligence &Amp; Technology Opportunities Fund (AIO) has filed 1 4, 1 N-CSR, 2 DEF 14A with the SEC between Apr 2024 to Apr 2026.
Filings by Year
Recent SEC Filings (4)
| Date | Form | Description | Risk |
|---|---|---|---|
| Apr 9, 2026 | N-CSR | Virtus AI & Tech Fund Files Annual Report | low |
| Mar 23, 2026 | 4 | Insider Ownership Change Reported for Virtus AI Fund | |
| Apr 8, 2025 | DEF 14A | Virtus AI & Tech Fund Files Proxy Statement | low |
| Apr 9, 2024 | DEF 14A | Virtus Funds File DEF 14A for Multiple Entities | low |
Risk Profile
Risk Assessment: Of AIO's 3 recent filings, 0 were flagged as high-risk, 0 as medium-risk, and 3 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Industry Context
These filings are from closed-end investment funds, which are publicly traded companies that manage a portfolio of securities.
Top Tags
annual-report (1) · fund-filing (1) · compliance (1) · insider-activity (1) · ownership-change (1) · form-4 (1) · proxy-statement (1) · annual-meeting (1) · fund-governance (1) · DEF 14A (1)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Central Index Key | 0001778114 | Identifies Virtus Artificial Intelligence & Technology Opportunities Fund |
| Filing Date | 2024-04-09 | Date the DEF 14A filings were submitted |
| Period of Report | 2024-06-03 | Conformed period of report for the DEF 14A filings |
| SEC File Number | 811-23446 | SEC File Number for Virtus Artificial Intelligence & Technology Opportunities Fund |
Frequently Asked Questions
What are the latest SEC filings for Virtus Artificial Intelligence &Amp; Technology Opportunities Fund (AIO)?
Virtus Artificial Intelligence &Amp; Technology Opportunities Fund has 4 recent SEC filings from Apr 2024 to Apr 2026, including 2 DEF 14A, 1 4, 1 N-CSR. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of AIO filings?
Across 4 filings, the sentiment breakdown is: 4 neutral. The dominant sentiment is neutral.
Where can I find Virtus Artificial Intelligence &Amp; Technology Opportunities Fund SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Virtus Artificial Intelligence &Amp; Technology Opportunities Fund (AIO) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Virtus Artificial Intelligence &Amp; Technology Opportunities Fund?
Financial highlights for Virtus Artificial Intelligence &Amp; Technology Opportunities Fund are available when 10-K or 10-Q filings are enriched with AI analysis. Check back as new filings are processed.
What is the investment thesis for AIO?
The investment thesis for AIO includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Virtus Artificial Intelligence &Amp; Technology Opportunities Fund?
Executive information for Virtus Artificial Intelligence &Amp; Technology Opportunities Fund is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Virtus Artificial Intelligence &Amp; Technology Opportunities Fund stock?
Of AIO's 3 assessed filings, 0 were flagged high-risk, 0 medium-risk, and 3 low-risk.
What are recent predictions and forward guidance from Virtus Artificial Intelligence &Amp; Technology Opportunities Fund?
Forward guidance and predictions for Virtus Artificial Intelligence &Amp; Technology Opportunities Fund are extracted from SEC filings as they are enriched.