Brown Wealth Management’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Brown Wealth Management’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 Q3	$5.86M	Buy	+123,260	New	+$5.54M	1.29%	18

Other funds holding AGIX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

PUREfi Wealth Boston, Massachusetts $214M AUM 18.62% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Brown Wealth Management's AGIX Position: Q3 2026 in Review

Brown Wealth Management opened a new position in KraneShares Public-Private AI & Technology ETF (AGIX) in Q3 2026: 123,260 shares worth $5.86M. The stake represents 1.29% of the portfolio and ranks #18 among its holdings.

11 funds tracked by Wall St. Rank hold AGIX as of Q3 2026.

Brown Wealth Management held 123,260 shares of KraneShares Public-Private AI & Technology ETF worth $5.86M as of Q3 2026.
KraneShares Public-Private AI & Technology ETF was a new Brown Wealth Management position in Q3 2026.
KraneShares Public-Private AI & Technology ETF made up 1.29% of Brown Wealth Management's portfolio in Q3 2026, its #18 holding.
11 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.