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Albion Financial Group’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Albion Financial Group’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
Q4 		– Sell
-2,463
Closed -$72K – 689
2024
Q3 		$72K Buy
+2,463
New +$72.7K 0.01% 226

Other funds holding KMLM

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Albion Financial Group's KMLM Position: Q4 2024 in Review

Albion Financial Group sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2024, closing a stake of 2,463 shares — an estimated $72K sold.

Albion Financial Group first reported a position in KMLM in Q3 2024 and held it in 1 quarter. The position peaked at $72K in Q3 2024. 57 funds tracked by Wall St. Rank hold KMLM as of Q4 2024.

  • Albion Financial Group reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Albion Financial Group sold 2,463 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2024, an estimated $72K.
  • Albion Financial Group first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2024 and held it in 1 quarter.
  • Albion Financial Group's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $72K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2024.

Based on Albion Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.