AWAU
KMLM icon

Alliance Wealth Advisors (Utah)’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$7.08M Buy
+257,219
New +$7.37M 1.33% 16

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s KMLM Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 257,219 shares worth $7.08M. The stake represents 1.33% of the portfolio and ranks #16 among its holdings.

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

  • Alliance Wealth Advisors (Utah) held 257,219 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $7.08M as of Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 1.33% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #16 holding.
  • 25 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.