Welcome to our dedicated page for Virtus AI & Tech Opp Fund 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.
Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) is a diversified, limited-term, closed-end management investment company whose objective is to provide total return from current income, current gains, and long-term capital appreciation. It follows a multi-asset approach based on fundamental research, allocating to what it identifies as attractive segments of a company’s debt and equity. While specific SEC filings are not listed here, the fund’s regulatory reports provide detailed insight into its structure, strategy, and risks.
On this page, you can review AIO’s SEC filings as they become available, including annual reports on Form N-CSR or N-CSR equivalents, registration statements, and other required disclosures that describe the fund’s investment objective, policies, and risk factors. These documents typically elaborate on the limited-term nature of the fund, which is scheduled to terminate on or around October 29, 2031 unless the Board of Trustees approves an extension of up to 18 months, and on the roles of Virtus Investment Advisers, LLC as adviser and Voya Investment Management as subadviser.
Filings also complement the fund’s public Section 19(a) notices by providing context for its Managed Distribution Plan, the sources of distributions, and the accounting treatment of net investment income, net realized short-term capital gains, net realized long-term capital gains, and any return of capital. They further discuss how closed-end fund shares can trade at a premium or discount to net asset value and the implications for shareholders.
Stock Titan enhances access to these materials with AI-powered summaries that explain the key points of lengthy filings in plain language. As new AIO filings are posted to the SEC’s EDGAR system, this page is updated so you can quickly locate quarterly and annual reports, distribution-related disclosures, and other regulatory documents relevant to evaluating the fund.
Virtus Artificial Intelligence & Technology Opportunities Fund executive Bradley William Patrick III, EVP, CFO and Treasurer, sold 2,000 shares of Common Stock in an open-market transaction at 21.56 per share on 2026-03-20. Following this sale, he reported owning 0 shares directly.
SEC Form 4 filed for Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) discloses that William Patrick Bradley III, EVP, CFO & Treasurer of Virtus Investment Partners, directly purchased 2,000 common shares on 07/29/2025 at $24.79 each, a cash outlay of roughly $49.6 k. His beneficial ownership now totals 2,000 shares; no prior holdings or derivative positions were reported and there were no disposals. The filing contains no other transactions or material corporate events. While insider buying by a senior officer often signals confidence, the dollar value is relatively modest and, by itself, unlikely to be a major catalyst for the fund’s market price.