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

Altiora 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
2026
Q1 		$458K Buy
+16,250
New +$438K 0.08% 77

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

Altiora Financial Group's KMLM Position: Q1 2026 in Review

Altiora Financial Group opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2026: 16,250 shares worth $458K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings.

50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • Altiora Financial Group held 16,250 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $458K as of Q1 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Altiora Financial Group position in Q1 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.08% of Altiora Financial Group's portfolio in Q1 2026, its #77 holding.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.