Barrett & Company’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Barrett & Company’s Portfolio AGIX Stock Details AGIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6K	Buy	+225	New	+$9.53K	﹤0.01%	488

Other funds holding AGIX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Barrett & Company's AGIX Position: Q2 2026 in Review

Barrett & Company opened a new position in KraneShares Public-Private AI & Technology ETF (AGIX) in Q2 2026: 225 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings.

85 funds tracked by Wall St. Rank hold AGIX as of Q2 2026.

Barrett & Company held 225 shares of KraneShares Public-Private AI & Technology ETF worth $10.6K as of Q2 2026.
KraneShares Public-Private AI & Technology ETF was a new Barrett & Company position in Q2 2026.
KraneShares Public-Private AI & Technology ETF made up ﹤0.01% of Barrett & Company's portfolio in Q2 2026, its #488 holding.
85 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.