Altiora Financial Group
KMLM icon

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
Q3 		$2.34M Buy
75,300
+51,325
+214% +$1.51M 0.38% 40
2026
Q2 		$660K Buy
23,975
+7,725
+48% +$221K 0.1% 68
2026
Q1 		$458K Buy
+16,250
New +$438K 0.08% 77

Other funds holding KMLM

Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
Abbington Investment Group
Abbington Investment Group Westport, Connecticut $154M AUM 24.32% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Sound Financial Strategies Group
Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Altiora Financial Group's KMLM Position: Q3 2026 in Review

Altiora Financial Group increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 214% in Q3 2026, buying an estimated $1.51M and bringing the position to 75,300 shares worth $2.34M. The position accounts for 0.38% of the portfolio, ranked #40.

Altiora Financial Group first reported a position in KMLM in Q1 2026 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • Altiora Financial Group held 75,300 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $2.34M as of Q3 2026.
  • Altiora Financial Group bought 51,325 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2026, an estimated $1.51M.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.38% of Altiora Financial Group's portfolio in Q3 2026, its #40 holding.
  • Altiora Financial Group first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2026 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.