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

Waverly 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	$449K	Buy	+9,585	New	+$406K	﹤0.01%	1226

Other funds holding AGIX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

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

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Waverly Advisors's AGIX Position: Q2 2026 in Review

Waverly Advisors opened a new position in KraneShares Public-Private AI & Technology ETF (AGIX) in Q2 2026: 9,585 shares worth $449K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings.

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

Waverly Advisors held 9,585 shares of KraneShares Public-Private AI & Technology ETF worth $449K as of Q2 2026.
KraneShares Public-Private AI & Technology ETF was a new Waverly Advisors position in Q2 2026.
KraneShares Public-Private AI & Technology ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1226 holding.
85 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

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