Almanack Investment Partners’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Almanack Investment Partners’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
2023 Q4	–	Sell	-7,611	Closed	-$248K	–	172
2023 Q3	$248K	Buy	+7,611	New	+$239K	0.05%	137

Other funds holding KMLM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

SWRP

Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return

Almanack Investment Partners's KMLM Position: Q4 2023 in Review

Almanack Investment Partners sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2023, closing a stake of 7,611 shares — an estimated $248K sold.

Almanack Investment Partners first reported a position in KMLM in Q3 2023 and held it in 1 quarter. The position peaked at $248K in Q3 2023. 61 funds tracked by Wall St. Rank hold KMLM as of Q4 2023.

Almanack Investment Partners reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2023 after selling out during the quarter.
Almanack Investment Partners sold 7,611 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2023, an estimated $248K.
Almanack Investment Partners first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2023 and held it in 1 quarter.
Almanack Investment Partners's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $248K in Q3 2023.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2023.

Based on Almanack Investment Partners's 13F filing for Q4 2023, filed 7 Feb 2024.