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Lugano Financial Advisors SA (LFA)’s Global X DAX Germany ETF DAX Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.2K Buy
645
+192
+42% +$8.7K 0.01% 182
2025
Q4 		$20.7K Buy
453
+193
+74% +$8.6K 0.01% 195
2025
Q3 		$11.6K Buy
+260
New +$11.6K 0.01% 209

Other funds holding DAX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s DAX Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Global X DAX Germany ETF (DAX) stake by 42% in Q1 2026, buying an estimated $8.7K and bringing the position to 645 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #182.

Lugano Financial Advisors SA (LFA) first reported a position in DAX in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold DAX as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 645 shares of Global X DAX Germany ETF worth $27.2K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) bought 192 Global X DAX Germany ETF shares in Q1 2026, an estimated $8.7K.
  • Global X DAX Germany ETF made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #182 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Global X DAX Germany ETF in Q3 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.