WAG
AGIX

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
Q2 		$281K Buy
+6,000
New +$254K 0.02% 181

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
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 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
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

Winthrop Advisory Group's AGIX Position: Q2 2026 in Review

Winthrop Advisory Group opened a new position in KraneShares Public-Private AI & Technology ETF (AGIX) in Q2 2026: 6,000 shares worth $281K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings.

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

  • Winthrop Advisory Group held 6,000 shares of KraneShares Public-Private AI & Technology ETF worth $281K as of Q2 2026.
  • KraneShares Public-Private AI & Technology ETF was a new Winthrop Advisory Group position in Q2 2026.
  • KraneShares Public-Private AI & Technology ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #181 holding.
  • 16 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.