PIA
AGIX

Perennial Investment Advisors’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Perennial Investment Advisors’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 		$379K Sell
8,085
-2,695
-25% -$114K 0.03% 383
2026
Q1 		$353K Sell
10,780
-140
-1% -$4.88K 0.03% 349
2025
Q4 		$396K Buy
+10,920
New +$405K 0.03% 316

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 22.9% 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

Perennial Investment Advisors's AGIX Position: Q2 2026 in Review

Perennial Investment Advisors reduced its KraneShares Public-Private AI & Technology ETF (AGIX) stake by 25% in Q2 2026, selling an estimated $114K and leaving 8,085 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #383.

Perennial Investment Advisors first reported a position in AGIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $396K in Q4 2025. 85 funds tracked by Wall St. Rank hold AGIX as of Q2 2026.

  • Perennial Investment Advisors held 8,085 shares of KraneShares Public-Private AI & Technology ETF worth $379K as of Q2 2026.
  • Perennial Investment Advisors sold 2,695 KraneShares Public-Private AI & Technology ETF shares in Q2 2026, an estimated $114K.
  • KraneShares Public-Private AI & Technology ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #383 holding.
  • Perennial Investment Advisors first reported a position in KraneShares Public-Private AI & Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • Perennial Investment Advisors's KraneShares Public-Private AI & Technology ETF position peaked at $396K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.