Winthrop Advisory Group
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Winthrop Advisory Group’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

Winthrop Advisory Group’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 		$285K Hold
6,000
– – 0.02% 179
2026
Q2 		$281K Buy
+6,000
New +$254K 0.02% 181

Other funds holding AGIX

BWM
Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Westwind Capital
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return
Stegent Equity Advisors
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
PUREfi Wealth
PUREfi Wealth Boston, Massachusetts $214M AUM 18.61% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Winthrop Advisory Group's AGIX Position: Q3 2026 in Review

Winthrop Advisory Group held its KraneShares Public-Private AI & Technology ETF (AGIX) position steady in Q3 2026 at 6,000 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #179.

Winthrop Advisory Group first reported a position in AGIX in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold AGIX as of Q3 2026.

  • Winthrop Advisory Group held 6,000 shares of KraneShares Public-Private AI & Technology ETF worth $285K as of Q3 2026.
  • Winthrop Advisory Group left its KraneShares Public-Private AI & Technology ETF share count unchanged in Q3 2026.
  • KraneShares Public-Private AI & Technology ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #179 holding.
  • Winthrop Advisory Group first reported a position in KraneShares Public-Private AI & Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.