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

Ancora 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
2026 Q2	$379K	Sell	13,789 -4,360	-24%	-$125K	0.01%	595
2026 Q1	$512K	Sell	18,149 -3,715	-17%	-$100K	0.01%	524
2025 Q4	$567K	Sell	21,864 -230,462	-91%	-$6.15M	0.01%	507
2025 Q3	$6.8M	Sell	252,326 -134,650	-35%	-$3.6M	0.14%	151
2025 Q2	$10.2M	Buy	386,976 +34,411	+10%	+$906K	0.21%	95
2025 Q1	$9.62M	Buy	352,565 +23,987	+7%	+$658K	0.21%	100
2024 Q4	$9.23M	Buy	328,578 +2,326	+0.7%	+$65.3K	0.21%	105
2024 Q3	$9.54M	Buy	326,252 +20,644	+7%	+$609K	0.22%	101
2024 Q2	$8.91M	Buy	305,608 +30,147	+11%	+$898K	0.22%	94
2024 Q1	$8.23M	Sell	275,461 -5,190	-2%	-$151K	0.19%	101
2023 Q4	$8.09M	Sell	280,651 -18,941	-6%	-$585K	0.19%	111
2023 Q3	$9.76M	Sell	299,592 -1,093	-0.4%	-$34.3K	0.26%	77
2023 Q2	$9.16M	Buy	300,685 +26,872	+10%	+$821K	0.24%	80
2023 Q1	$8.07M	Buy	273,813 +166,604	+155%	+$4.96M	0.23%	86
2022 Q4	$3.27M	Buy	107,209 +96,957	+946%	+$3.48M	0.09%	188
2022 Q3	$393K	Buy	+10,252	New	+$366K	0.01%	553

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

Ancora Advisors's KMLM Position: Q2 2026 in Review

Ancora Advisors reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 24% in Q2 2026, selling an estimated $125K and leaving 13,789 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #595.

Ancora Advisors first reported a position in KMLM in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.2M in Q2 2025. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Ancora Advisors held 13,789 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $379K as of Q2 2026.
Ancora Advisors sold 4,360 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $125K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #595 holding.
Ancora Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2022 and has held it in 16 quarters since.
Ancora Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $10.2M in Q2 2025.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.