PWS
AGIX

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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Proactive Wealth Strategies's AGIX Position: Q2 2026 in Review

Proactive Wealth Strategies increased its KraneShares Public-Private AI & Technology ETF (AGIX) stake by 333% in Q2 2026, buying an estimated $2.59M and bringing the position to 79,472 shares worth $3.73M. The position accounts for 0.6% of the portfolio, ranked #51.

Proactive Wealth Strategies first reported a position in AGIX in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold AGIX as of Q2 2026.

  • Proactive Wealth Strategies held 79,472 shares of KraneShares Public-Private AI & Technology ETF worth $3.73M as of Q2 2026.
  • Proactive Wealth Strategies bought 61,132 KraneShares Public-Private AI & Technology ETF shares in Q2 2026, an estimated $2.59M.
  • KraneShares Public-Private AI & Technology ETF made up 0.6% of Proactive Wealth Strategies's portfolio in Q2 2026, its #51 holding.
  • Proactive Wealth Strategies first reported a position in KraneShares Public-Private AI & Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.