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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
Q1 		$143K Buy
+5,059
New +$136K ﹤0.01% 2003
2025
Q4 		– Sell
-5,485
Closed -$148K – 3157
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

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $172M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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 $147M AUM 9.1% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return