SWM
AGIX

SFG Wealth Management’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

SFG Wealth Management’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 		$1.09M Buy
+23,249
New +$985K 0.39% 43

Other funds holding AGIX

WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

SFG Wealth Management's AGIX Position: Q2 2026 in Review

SFG Wealth Management opened a new position in KraneShares Public-Private AI & Technology ETF (AGIX) in Q2 2026: 23,249 shares worth $1.09M. The stake represents 0.39% of the portfolio and ranks #43 among its holdings.

16 funds tracked by Wall St. Rank hold AGIX as of Q2 2026.

  • SFG Wealth Management held 23,249 shares of KraneShares Public-Private AI & Technology ETF worth $1.09M as of Q2 2026.
  • KraneShares Public-Private AI & Technology ETF was a new SFG Wealth Management position in Q2 2026.
  • KraneShares Public-Private AI & Technology ETF made up 0.39% of SFG Wealth Management's portfolio in Q2 2026, its #43 holding.
  • 16 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.