LFA - Lugano Financial Advisors SA historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, LFA - Lugano Financial Advisors SA opened 134 positions, added to 197, reduced 186 and sold out of 90.
- Q2 2026: Stock ESGD; Country of operation —; Class ESG AW MSCI EAFE; Shares before 229,552.
- Q2 2026: Stock FNDE; Country of operation —; Class FUNDAMENTAL EMER; Shares before 334,560.
- Q2 2026: Stock SUSB; Country of operation —; Class ESG AWRE 1 5 YR; Shares before 457,113.
- Q2 2026: Stock FEZ; Country of operation —; Class STATE STREET SPD; Shares before 71,949.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1737871), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | ESGD
ISHARES TR | | ESG AW MSCI EAFE | 229,552 | 0 | -229,552 | $21,949,762 | $0 | -$21,949,762 | 2026-07-28 |
|---|
| Q2 2026 | FNDE
SCHWAB STRATEGIC TR | | FUNDAMENTAL EMER | 334,560 | 0 | -334,560 | $12,800,266 | $0 | -$12,800,266 | 2026-07-28 |
|---|
| Q2 2026 | SUSB
ISHARES TR | | ESG AWRE 1 5 YR | 457,113 | 0 | -457,113 | $11,370,000 | $0 | -$11,370,000 | 2026-07-28 |
|---|
| Q2 2026 | FEZ
SPDR INDEX SHS FDS | | STATE STREET SPD | 71,949 | 0 | -71,949 | $4,466,594 | $0 | -$4,466,594 | 2026-07-28 |
|---|
| Q2 2026 | IBND
SPDR SERIES TRUST | | BLOOMBERG INTL | 125,704 | 0 | -125,704 | $3,888,930 | $0 | -$3,888,930 | 2026-07-28 |
|---|
| Q2 2026 | SJNK
SPDR SERIES TRUST | | STATE STREET SPD | 153,241 | 0 | -153,241 | $3,783,153 | $0 | -$3,783,153 | 2026-07-28 |
|---|
| Q2 2026 | QAI
NEW YORK LIFE INVESTMENTS ET | | NYLI HEDGE MULTI | 98,012 | 0 | -98,012 | $3,344,169 | $0 | -$3,344,169 | 2026-07-28 |
|---|
| Q2 2026 | IEF
ISHARES TR | | 7-10 YR TRSY BD | 28,863 | 0 | -28,863 | $2,736,498 | $0 | -$2,736,498 | 2026-07-28 |
|---|
| Q2 2026 | SGOV
ISHARES TR | | 0-3 MNTH TREASRY | 17,123 | 0 | -17,123 | $1,713,504 | $0 | -$1,713,504 | 2026-07-28 |
|---|
| Q2 2026 | CWB
SPDR SERIES TRUST | | STATE STREET SPD | 14,651 | 0 | -14,651 | $1,337,712 | $0 | -$1,337,712 | 2026-07-28 |
|---|
| Q2 2026 | RNRG
GLOBAL X FDS | | RENEWABLE ENERGY | 31,504 | 0 | -31,504 | $1,162,687 | $0 | -$1,162,687 | 2026-07-28 |
|---|
| Q2 2026 | XLI
SELECT SECTOR SPDR TR | | STATE STREET IND | 3,500 | 0 | -3,500 | $566,055 | $0 | -$566,055 | 2026-07-28 |
|---|
| Q2 2026 | PIO
INVESCO EXCH TRADED FD TR II | | GLOBAL WATER | 11,497 | 0 | -11,497 | $499,201 | $0 | -$499,201 | 2026-07-28 |
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| Q2 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 7,300 | 0 | -7,300 | $360,401 | $0 | -$360,401 | 2026-07-28 |
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| Q2 2026 | XLP
SELECT SECTOR SPDR TR | | STATE STREET CON | 4,000 | 0 | -4,000 | $327,920 | $0 | -$327,920 | 2026-07-28 |
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| Q2 2026 | XLY
SELECT SECTOR SPDR TR | | STATE STREET CON | 2,600 | 0 | -2,600 | $283,348 | $0 | -$283,348 | 2026-07-28 |
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| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 1,626 | 0 | -1,626 | $216,095 | $0 | -$216,095 | 2026-07-28 |
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| Q2 2026 | BWZ
SPDR SERIES TRUST | | BLOOMBERG SHORT | 7,271 | 0 | -7,271 | $195,058 | $0 | -$195,058 | 2026-07-28 |
|---|
| Q2 2026 | VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 1,669 | 0 | -1,669 | $148,040 | $0 | -$148,040 | 2026-07-28 |
|---|
| Q2 2026 | EBND
SPDR SERIES TRUST | | BLOOMBERG EMERGI | 7,185 | 0 | -7,185 | $146,843 | $0 | -$146,843 | 2026-07-28 |
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| Q2 2026 | USIG
ISHARES TR | | USD INV GRDE ETF | 2,117 | 0 | -2,117 | $107,602 | $0 | -$107,602 | 2026-07-28 |
|---|
| Q2 2026 | DBMF
LITMAN GREGORY FDS TR | | IMGP DBI MANAGED | 3,033 | 0 | -3,033 | $91,445 | $0 | -$91,445 | 2026-07-28 |
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| Q2 2026 | XLC
SELECT SECTOR SPDR TR | | STATE STREET COM | 801 | 0 | -801 | $88,799 | $0 | -$88,799 | 2026-07-28 |
|---|
| Q2 2026 | SCHP
SCHWAB STRATEGIC TR | | US TIPS ETF | 2,882 | 0 | -2,882 | $76,338 | $0 | -$76,338 | 2026-07-28 |
|---|
| Q2 2026 | YYY
AMPLIFY ETF TR | | CEF HIGH INCOME | 6,400 | 0 | -6,400 | $69,857 | $0 | -$69,857 | 2026-07-28 |
|---|
| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 360 | 0 | -360 | $22,054 | $0 | -$22,054 | 2026-07-28 |
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| Q2 2026 | KOID
KRANESHARES TRUST | | GLOBAL HUMANOID | 273 | 0 | -273 | $8,518 | $0 | -$8,518 | 2026-07-28 |
|---|
| Q1 2026 | FEZ
SPDR INDEX SHS FDS | | EURO STOXX 50 | 39,464 | 0 | -39,464 | $2,541,087 | $0 | -$2,541,087 | 2026-05-05 |
|---|
| Q1 2026 | VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 1,555 | 0 | -1,555 | $223,174 | $0 | -$223,174 | 2026-05-05 |
|---|
| Q1 2026 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 2,056 | 0 | -2,056 | $162,033 | $0 | -$162,033 | 2026-05-05 |
|---|
| Q1 2026 | FTSL
FIRST TR EXCHANGE-TRADED FD | | SENIOR LN FD | 3,270 | 0 | -3,270 | $149,245 | $0 | -$149,245 | 2026-05-05 |
|---|
| Q1 2026 | IEI
ISHARES TR | | 3 7 YR TREAS BD | 835 | 0 | -835 | $99,657 | $0 | -$99,657 | 2026-05-05 |
|---|
| Q1 2026 | ASHR
DBX ETF TR | | XTRACK HRVST CSI | 550 | 0 | -550 | $18,068 | $0 | -$18,068 | 2026-05-05 |
|---|
| Q1 2026 | ETHA
ISHARES ETHEREUM TR | United States | SHS | 550 | 0 | -550 | $12,337 | $0 | -$12,337 | 2026-05-05 |
|---|
| Q4 2025 | SJNK
SPDR SERIES TRUST | | BLOOMBERG SHT TE | 119,615 | 0 | -119,615 | $3,044,680 | $0 | -$3,044,680 | 2026-01-29 |
|---|
| Q4 2025 | CWB
SPDR SERIES TRUST | | BBG CONV SEC ETF | 13,981 | 0 | -13,981 | $1,264,154 | $0 | -$1,264,154 | 2026-01-29 |
|---|
| Q4 2025 | XLI
SELECT SECTOR SPDR TR | | INDL | 3,500 | 0 | -3,500 | $539,805 | $0 | -$539,805 | 2026-01-29 |
|---|
| Q4 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 7,300 | 0 | -7,300 | $393,251 | $0 | -$393,251 | 2026-01-29 |
|---|
| Q4 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 4,018 | 0 | -4,018 | $358,968 | $0 | -$358,968 | 2026-01-29 |
|---|
| Q4 2025 | XLP
SELECT SECTOR SPDR TR | | SBI CONS STPLS | 4,000 | 0 | -4,000 | $313,480 | $0 | -$313,480 | 2026-01-29 |
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| Q4 2025 | XLY
SELECT SECTOR SPDR TR | | SBI CONS DISCR | 1,300 | 0 | -1,300 | $311,532 | $0 | -$311,532 | 2026-01-29 |
|---|
| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 813 | 0 | -813 | $229,152 | $0 | -$229,152 | 2026-01-29 |
|---|
| Q4 2025 | XLC
SELECT SECTOR SPDR TR | | COMMUNICATION | 801 | 0 | -801 | $94,814 | $0 | -$94,814 | 2026-01-29 |
|---|
| Q4 2025 | EWJ
ISHARES INC | | MSCI JPN ETF NEW | 524 | 0 | -524 | $42,030 | $0 | -$42,030 | 2026-01-29 |
|---|
| Q4 2025 | EUHY
ISHARES INC | | INTL HIGH YIELD | 155 | 0 | -155 | $8,620 | $0 | -$8,620 | 2026-01-29 |
|---|
| Q3 2025 | SHV
ISHARES TR | | SHORT TREAS BD | 24,893 | 0 | -24,893 | $2,729,901 | $0 | -$2,729,901 | 2025-11-05 |
|---|
| Q3 2025 | GLOBAL X FDS
CUSIP 37954Y707 | United States | RENEWABLE ENERGY | 94,512 | 0 | -94,512 | $925,272 | $0 | -$925,272 | 2025-11-05 |
|---|
| Q3 2025 | BIL
SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 650 | 0 | -650 | $59,219 | $0 | -$59,219 | 2025-11-05 |
|---|
| Q3 2025 | OIH
VANECK ETF TRUST | | OIL SERVICES ETF | 200 | 0 | -200 | $46,058 | $0 | -$46,058 | 2025-11-05 |
|---|
| Q3 2025 | TLT
ISHARES TR | | 20 YR TR BD ETF | 120 | 0 | -120 | $10,510 | $0 | -$10,510 | 2025-11-05 |
|---|
| Q2 2025 | SUSA
ISHARES TR | | MSCI USA ESG SLC | 47,846 | 0 | -47,846 | $5,496,070 | $0 | -$5,496,070 | 2025-08-07 |
|---|
| Q2 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 4,599 | 0 | -4,599 | $2,156,563 | $0 | -$2,156,563 | 2025-08-07 |
|---|
| Q2 2025 | NUMG
NUSHARES ETF TR | | NUVEEN ESG MIDCP | 46,520 | 0 | -46,520 | $1,996,638 | $0 | -$1,996,638 | 2025-08-07 |
|---|
| Q2 2025 | VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 21,809 | 0 | -21,809 | $1,783,104 | $0 | -$1,783,104 | 2025-08-07 |
|---|
| Q2 2025 | SUSC
ISHARES TR | | ESG AWRE USD ETF | 74,278 | 0 | -74,278 | $1,712,851 | $0 | -$1,712,851 | 2025-08-07 |
|---|
| Q2 2025 | BGRN
ISHARES TR | | USD GRN BOND ETF | 5,959 | 0 | -5,959 | $282,218 | $0 | -$282,218 | 2025-08-07 |
|---|
| Q2 2025 | IXJ
ISHARES TR | | GLOB HLTHCRE ETF | 1,660 | 0 | -1,660 | $151,392 | $0 | -$151,392 | 2025-08-07 |
|---|
| Q2 2025 | IAGG
ISHARES TR | | CORE INTL AGGR | 2,550 | 0 | -2,550 | $127,475 | $0 | -$127,475 | 2025-08-07 |
|---|
| Q2 2025 | EMNT
PIMCO ETF TR | | ENHANCD SHORT | 961 | 0 | -961 | $94,899 | $0 | -$94,899 | 2025-08-07 |
|---|
| Q2 2025 | PBW
INVESCO EXCHANGE TRADED FD T | | WILDERHIL CLAN | 5,000 | 0 | -5,000 | $78,700 | $0 | -$78,700 | 2025-08-07 |
|---|
| Q2 2025 | ISHG
ISHARES TR | | 3YRTB ETF | 1,100 | 0 | -1,100 | $77,418 | $0 | -$77,418 | 2025-08-07 |
|---|
| Q2 2025 | BKLN
INVESCO EXCH TRADED FD TR II | | SR LN ETF | 2,260 | 0 | -2,260 | $46,782 | $0 | -$46,782 | 2025-08-07 |
|---|
| Q2 2025 | SPYD
SPDR SER TR | | PRTFLO S&P500 HI | 760 | 0 | -760 | $33,638 | $0 | -$33,638 | 2025-08-07 |
|---|
| Q2 2025 | HACK
AMPLIFY ETF TR | | AMPLIFY CYBERSEC | 355 | 0 | -355 | $25,489 | $0 | -$25,489 | 2025-08-07 |
|---|
| Q2 2025 | ROBO
EXCHANGE TRADED CONCEPTS TRU | | ROBO GLB ETF | 360 | 0 | -360 | $18,540 | $0 | -$18,540 | 2025-08-07 |
|---|
| Q1 2025 | VT
VANGUARD INTL EQUITY INDEX F | | TT WRLD ST ETF | 900 | 0 | -900 | $105,732 | $0 | -$105,732 | 2025-04-28 |
|---|
| Q1 2025 | IXN
ISHARES TR | | GLOBAL TECH ETF | 900 | 0 | -900 | $76,275 | $0 | -$76,275 | 2025-04-28 |
|---|
| Q1 2025 | URNM
SPROTT FDS TR | | URANIUM MINERS E | 914 | 0 | -914 | $36,843 | $0 | -$36,843 | 2025-04-28 |
|---|
| Q1 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 228 | 0 | -228 | $31,366 | $0 | -$31,366 | 2025-04-28 |
|---|
| Q1 2025 | INDA
ISHARES TR | | MSCI INDIA ETF | 251 | 0 | -251 | $13,213 | $0 | -$13,213 | 2025-04-28 |
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| Q1 2025 | TAN
INVESCO EXCH TRADED FD TR II | | SOLAR ETF | 330 | 0 | -330 | $10,930 | $0 | -$10,930 | 2025-04-28 |
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| Q1 2025 | CNYA
ISHARES TR | | MSCI CHINA A | 387 | 0 | -387 | $10,797 | $0 | -$10,797 | 2025-04-28 |
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| Q4 2024 | URTH
ISHARES INC | | MSCI WORLD ETF | 2,978 | 0 | -2,978 | $467,278 | $0 | -$467,278 | 2025-02-10 |
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| Q4 2024 | KWEB
KRANESHARES TRUST | | CSI CHI INTERNET | 2,000 | 0 | -2,000 | $68,040 | $0 | -$68,040 | 2025-02-10 |
|---|
| Q4 2024 | PICK
ISHARES INC | | MSCI GBL ETF NEW | 460 | 0 | -460 | $19,877 | $0 | -$19,877 | 2025-02-10 |
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| Q4 2024 | GRAYSCALE BITCOIN MINI TR BT
CUSIP 389930108 | United States | SHS | 2,750 | 0 | -2,750 | $15,483 | $0 | -$15,483 | 2025-02-10 |
|---|
| Q3 2024 | QAI
INDEXIQ ETF TR | | HEDGE MLTI ETF | 89,499 | 0 | -89,499 | $2,777,154 | $0 | -$2,777,154 | 2024-11-07 |
|---|
| Q3 2024 | IYK
ISHARES TR | | US CONSM STAPLES | 1,809 | 0 | -1,809 | $118,942 | $0 | -$118,942 | 2024-11-07 |
|---|
| Q2 2024 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 64,850 | 0 | -64,850 | $2,708,785 | $0 | -$2,708,785 | 2024-07-30 |
|---|
| Q2 2024 | IEI
ISHARES TR | | 3 7 YR TREAS BD | 14,861 | 0 | -14,861 | $1,721,052 | $0 | -$1,721,052 | 2024-07-30 |
|---|
| Q2 2024 | ESGE
ISHARES INC | | ESG AWR MSCI EM | 28,392 | 0 | -28,392 | $915,074 | $0 | -$915,074 | 2024-07-30 |
|---|
| Q2 2024 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 11,073 | 0 | -11,073 | $454,879 | $0 | -$454,879 | 2024-07-30 |
|---|
| Q1 2024 | KRE
SPDR SER TR | | S&P REGL BKG | 5,599 | 0 | -5,599 | $293,556 | $0 | -$293,556 | 2024-05-03 |
|---|
| Q1 2024 | EWJ
ISHARES INC | | MSCI JPN ETF NEW | 826 | 0 | -826 | $52,980 | $0 | -$52,980 | 2024-05-03 |
|---|
| Q1 2024 | BLOK
AMPLIFY ETF TR | | BLOCKCHAIN LDR | 1,200 | 0 | -1,200 | $35,820 | $0 | -$35,820 | 2024-05-03 |
|---|
| Q1 2024 | KWEB
KRANESHARES TR | | CSI CHI INTERNET | 1,181 | 0 | -1,181 | $31,887 | $0 | -$31,887 | 2024-05-03 |
|---|
| Q1 2024 | MBB
ISHARES TR | | MBS ETF | 297 | 0 | -297 | $27,942 | $0 | -$27,942 | 2024-05-03 |
|---|
| Q1 2024 | CBON
VANECK ETF TRUST | | CHINA BOND ETF | 1,240 | 0 | -1,240 | $27,403 | $0 | -$27,403 | 2024-05-03 |
|---|
| Q1 2024 | VSS
VANGUARD INTL EQUITY INDEX F | | FTSE SMCAP ETF | 200 | 0 | -200 | $23,006 | $0 | -$23,006 | 2024-05-03 |
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| Q1 2024 | GII
SPDR INDEX SHS FDS | | S&P GBLINF ETF | 332 | 0 | -332 | $17,759 | $0 | -$17,759 | 2024-05-03 |
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