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Able Wealth Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Able Wealth Management’s Portfolio KMLM Stock Details KMLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-111
Closed -$3.21K – 349
2023
Q4 		$3.21K Buy
+111
New +$3.43K ﹤0.01% 394

Other funds holding KMLM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RAM
RedJay Asset Management Toronto, Ontario, Canada $639M AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Able Wealth Management's KMLM Position: Q1 2024 in Review

Able Wealth Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2024, closing a stake of 111 shares — an estimated $3.21K sold.

Able Wealth Management first reported a position in KMLM in Q4 2023 and held it in 1 quarter. The position peaked at $3.21K in Q4 2023. 55 funds tracked by Wall St. Rank hold KMLM as of Q1 2024.

  • Able Wealth Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 111 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2024, an estimated $3.21K.
  • Able Wealth Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.21K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.