LFASL
KGRN icon

Lugano Financial Advisors SA (LFA)’s KraneShares MSCI China Clean Technology Index ETF KGRN Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio KGRN Stock Details KGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$266K Buy
9,313
+4,617
+98% +$129K 0.14% 67
2025
Q4 		$127K Buy
+4,696
New +$137K 0.07% 107

Other funds holding KGRN

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lugano Financial Advisors SA (LFA) increased its KraneShares MSCI China Clean Technology Index ETF (KGRN) stake by 98% in Q1 2026, buying an estimated $129K and bringing the position to 9,313 shares worth $266K. The position accounts for 0.14% of the portfolio, ranked #67.

Lugano Financial Advisors SA (LFA) first reported a position in KGRN in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold KGRN as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 9,313 shares of KraneShares MSCI China Clean Technology Index ETF worth $266K as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) bought 4,617 KraneShares MSCI China Clean Technology Index ETF shares in Q1 2026, an estimated $129K.
  • KraneShares MSCI China Clean Technology Index ETF made up 0.14% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #67 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in KraneShares MSCI China Clean Technology Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held KraneShares MSCI China Clean Technology Index ETF as of Q1 2026.

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