GSWM
AGIX

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

Golden State 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
Q2 		$14.3K Sell
305
-49
-14% -$2.08K ﹤0.01% 1029
2026
Q1 		$11.6K Hold
354
– – ﹤0.01% 1056
2025
Q4 		$12.9K Buy
+354
New +$13.1K ﹤0.01% 1038

Other funds holding AGIX

WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Golden State Wealth Management's AGIX Position: Q2 2026 in Review

Golden State Wealth Management reduced its KraneShares Public-Private AI & Technology ETF (AGIX) stake by 14% in Q2 2026, selling an estimated $2.08K and leaving 305 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Golden State Wealth Management first reported a position in AGIX in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold AGIX as of Q2 2026.

  • Golden State Wealth Management held 305 shares of KraneShares Public-Private AI & Technology ETF worth $14.3K as of Q2 2026.
  • Golden State Wealth Management sold 49 KraneShares Public-Private AI & Technology ETF shares in Q2 2026, an estimated $2.08K.
  • KraneShares Public-Private AI & Technology ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1029 holding.
  • Golden State Wealth Management first reported a position in KraneShares Public-Private AI & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.