BFP
AGIX

Birchwood Financial Partners’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Birchwood Financial Partners’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 		$43.7K Buy
932
+300
+47% +$12.7K 0.04% 182
2026
Q1 		$20.7K Buy
+632
New +$22K 0.02% 232

Other funds holding AGIX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Belvedere Trading
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
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Birchwood Financial Partners's AGIX Position: Q2 2026 in Review

Birchwood Financial Partners increased its KraneShares Public-Private AI & Technology ETF (AGIX) stake by 47% in Q2 2026, buying an estimated $12.7K and bringing the position to 932 shares worth $43.7K. The position accounts for 0.04% of the portfolio, ranked #182.

Birchwood Financial Partners first reported a position in AGIX in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold AGIX as of Q2 2026.

  • Birchwood Financial Partners held 932 shares of KraneShares Public-Private AI & Technology ETF worth $43.7K as of Q2 2026.
  • Birchwood Financial Partners bought 300 KraneShares Public-Private AI & Technology ETF shares in Q2 2026, an estimated $12.7K.
  • KraneShares Public-Private AI & Technology ETF made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #182 holding.
  • Birchwood Financial Partners first reported a position in KraneShares Public-Private AI & Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.