Ameritas Advisory Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Ameritas Advisory Services’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	$745K	Buy	+27,068	New	+$775K	0.02%	663
2023 Q2	–	Sell	-3,450	Closed	-$102K	–	1647
2023 Q1	$102K	Buy	+3,450	New	+$103K	0.01%	996

Other funds holding KMLM

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 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 $157M AUM 15.51% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameritas Advisory Services's KMLM Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 27,068 shares worth $745K. The stake represents 0.02% of the portfolio and ranks #663 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in KMLM as recently as Q1 2023.

Ameritas Advisory Services first reported a position in KMLM in Q1 2023 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Ameritas Advisory Services held 27,068 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $745K as of Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF was a new Ameritas Advisory Services position in Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #663 holding.
Ameritas Advisory Services first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2023 and has held it in 2 quarters since.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.