Wealth Enhancement Advisory Services’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Wealth Enhancement Advisory Services’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	$2.76M	Buy	57,757 +26,196	+83%	+$1.18M	﹤0.01%	1464
2026 Q2	$1.43M	Buy	+31,561	New	+$1.34M	﹤0.01%	1816

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

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 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

Wealth Enhancement Advisory Services's AGIX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its KraneShares Public-Private AI & Technology ETF (AGIX) stake by 83% in Q3 2026, buying an estimated $1.18M and bringing the position to 57,757 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Wealth Enhancement Advisory Services first reported a position in AGIX in Q2 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold AGIX as of Q3 2026.

Wealth Enhancement Advisory Services held 57,757 shares of KraneShares Public-Private AI & Technology ETF worth $2.76M as of Q3 2026.
Wealth Enhancement Advisory Services bought 26,196 KraneShares Public-Private AI & Technology ETF shares in Q3 2026, an estimated $1.18M.
KraneShares Public-Private AI & Technology ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1464 holding.
Wealth Enhancement Advisory Services first reported a position in KraneShares Public-Private AI & Technology ETF in Q2 2026 and has held it in 2 quarters since.
55 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.