Proactive Wealth Strategies’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Proactive Wealth Strategies’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	$3.95M	Buy	83,126 +3,654	+5%	+$164K	0.61%	47
2026 Q2	$3.73M	Buy	79,472 +61,132	+333%	+$2.59M	0.6%	51
2026 Q1	$601K	Buy	+18,340	New	+$640K	0.11%	130

Other funds holding AGIX

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Proactive Wealth Strategies's AGIX Position: Q3 2026 in Review

Proactive Wealth Strategies increased its KraneShares Public-Private AI & Technology ETF (AGIX) stake by 4.6% in Q3 2026, buying an estimated $164K and bringing the position to 83,126 shares worth $3.95M. The position accounts for 0.61% of the portfolio, ranked #47.

Proactive Wealth Strategies first reported a position in AGIX in Q1 2026 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold AGIX as of Q3 2026.

Proactive Wealth Strategies held 83,126 shares of KraneShares Public-Private AI & Technology ETF worth $3.95M as of Q3 2026.
Proactive Wealth Strategies bought 3,654 KraneShares Public-Private AI & Technology ETF shares in Q3 2026, an estimated $164K.
KraneShares Public-Private AI & Technology ETF made up 0.61% of Proactive Wealth Strategies's portfolio in Q3 2026, its #47 holding.
Proactive Wealth Strategies first reported a position in KraneShares Public-Private AI & Technology ETF in Q1 2026 and has held it in 3 quarters since.
55 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.