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American Portfolios Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$91.5K Sell
2,384
-30
-1% -$1.07K ﹤0.01% 1403
2022
Q2 		$84K Buy
+2,414
New +$85.6K ﹤0.01% 1494

Other funds holding KMLM

MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
BOC
Bull Oak Capital San Diego, California $300M AUM 18.92% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return

American Portfolios Advisors's KMLM Position: Q3 2022 in Review

American Portfolios Advisors reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 1.2% in Q3 2022, selling an estimated $1.07K and leaving 2,384 shares worth $91.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

American Portfolios Advisors first reported a position in KMLM in Q2 2022 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold KMLM as of Q3 2022.

  • American Portfolios Advisors held 2,384 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $91.5K as of Q3 2022.
  • American Portfolios Advisors sold 30 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2022, an estimated $1.07K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1403 holding.
  • American Portfolios Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2022 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.