Action Point Financial Planning’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Action Point Financial Planning’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
2026 Q2	$463K	Buy	+16,839	New	+$482K	0.05%	276

Other funds holding KMLM

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Action Point Financial Planning's KMLM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 16,839 shares worth $463K. The stake represents 0.05% of the portfolio and ranks #276 among its holdings.

61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Action Point Financial Planning held 16,839 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $463K as of Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF was a new Action Point Financial Planning position in Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #276 holding.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.