WANY
AGIX

Wealthspire Advisors (New York)’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Wealthspire Advisors (New York)’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 		$425K Buy
9,074
+1,464
+19% +$62K ﹤0.01% 866
2026
Q1 		$249K Buy
+7,610
New +$265K ﹤0.01% 787

Other funds holding AGIX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Belvedere Trading
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
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Wealthspire Advisors (New York)'s AGIX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its KraneShares Public-Private AI & Technology ETF (AGIX) stake by 19% in Q2 2026, buying an estimated $62K and bringing the position to 9,074 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Wealthspire Advisors (New York) first reported a position in AGIX in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold AGIX as of Q2 2026.

  • Wealthspire Advisors (New York) held 9,074 shares of KraneShares Public-Private AI & Technology ETF worth $425K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 1,464 KraneShares Public-Private AI & Technology ETF shares in Q2 2026, an estimated $62K.
  • KraneShares Public-Private AI & Technology ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #866 holding.
  • Wealthspire Advisors (New York) first reported a position in KraneShares Public-Private AI & Technology ETF in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.