IAA
AGIX

Independent Advisor Alliance’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Independent Advisor Alliance’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 		– Sell
-8,012
Closed -$263K – 1663
2026
Q1 		$263K Buy
+8,012
New +$280K ﹤0.01% 1387

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

Independent Advisor Alliance's AGIX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of KraneShares Public-Private AI & Technology ETF (AGIX) in Q2 2026, closing a stake of 8,012 shares — an estimated $263K sold.

Independent Advisor Alliance first reported a position in AGIX in Q1 2026 and held it in 1 quarter. The position peaked at $263K in Q1 2026. 85 funds tracked by Wall St. Rank hold AGIX as of Q2 2026.

  • Independent Advisor Alliance reported no remaining KraneShares Public-Private AI & Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,012 KraneShares Public-Private AI & Technology ETF shares in Q2 2026, an estimated $263K.
  • Independent Advisor Alliance first reported a position in KraneShares Public-Private AI & Technology ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's KraneShares Public-Private AI & Technology ETF position peaked at $263K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.