AWM
KMLM icon

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

Accel 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
2022
Q4 		– Sell
-150
Closed -$6K – 1078
2022
Q3 		$6K Hold
150
– – ﹤0.01% 821
2022
Q2 		$5K Buy
+150
New +$5.32K ﹤0.01% 807

Other funds holding KMLM

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Accel Wealth Management's KMLM Position: Q4 2022 in Review

Accel Wealth Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2022, closing a stake of 150 shares — an estimated $6K sold.

Accel Wealth Management first reported a position in KMLM in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 57 funds tracked by Wall St. Rank hold KMLM as of Q4 2022.

  • Accel Wealth Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Accel Wealth Management sold 150 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2022, an estimated $6K.
  • Accel Wealth Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2022 and held it in 2 quarters.
  • Accel Wealth Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $6K in Q3 2022.
  • 57 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.