MSFP
AGIX

Mark Sheptoff Financial Planning’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Mark Sheptoff Financial Planning’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 		$8.5K Hold
181
– – ﹤0.01% 382
2026
Q1 		$7.55K Buy
+181
New +$6.32K ﹤0.01% 376

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

Mark Sheptoff Financial Planning's AGIX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its KraneShares Public-Private AI & Technology ETF (AGIX) position steady in Q2 2026 at 181 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Mark Sheptoff Financial Planning 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.

  • Mark Sheptoff Financial Planning held 181 shares of KraneShares Public-Private AI & Technology ETF worth $8.5K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its KraneShares Public-Private AI & Technology ETF share count unchanged in Q2 2026.
  • KraneShares Public-Private AI & Technology ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #382 holding.
  • Mark Sheptoff Financial Planning 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 Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.