Advisory Services Network’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Advisory Services Network’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	–	Sell	-5,059	Closed	-$143K	–	3507
2026 Q1	$143K	Buy	+5,059	New	+$136K	﹤0.01%	2003
2025 Q4	–	Sell	-5,485	Closed	-$148K	–	3155
2025 Q3	$148K	Buy	+5,485	New	+$147K	﹤0.01%	1854
2024 Q4	–	Sell	-12,304	Closed	-$359K	–	1661
2024 Q3	$359K	Hold	12,304	–	–	0.01%	1126
2024 Q2	$359K	Buy	12,304 +2,124	+21%	+$63.3K	0.01%	1126
2024 Q1	$304K	Sell	10,180 -660	-6%	-$19.2K	0.01%	1147
2023 Q4	$312K	Sell	10,840 -163	-1%	-$5.03K	0.01%	1076
2023 Q3	$358K	Buy	11,003 +470	+4%	+$14.7K	0.01%	1064
2023 Q2	$321K	Buy	10,533 +620	+6%	+$18.9K	0.01%	1102
2023 Q1	$292K	Buy	9,913 +9,813	+9,813%	+$292K	0.01%	1146
2022 Q4	$3.06K	Buy	+100	New	+$3.59K	﹤0.01%	3285

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

Advisory Services Network's KMLM Position: Q2 2026 in Review

Advisory Services Network sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026, closing a stake of 5,059 shares — an estimated $143K sold.

Advisory Services Network first reported a position in KMLM in Q4 2022 and held it in 10 quarters. The position peaked at $359K in Q3 2024. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Advisory Services Network reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 5,059 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $143K.
Advisory Services Network first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and held it in 10 quarters.
Advisory Services Network's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $359K in Q3 2024.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.