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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
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

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

Ancora Advisors's KMLM Position: Q1 2026 in Review

Ancora Advisors reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 17% in Q1 2026, selling an estimated $100K and leaving 18,149 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #524.

Ancora Advisors first reported a position in KMLM in Q3 2022 and has held it in 15 quarters since. The position peaked at $10.2M in Q2 2025. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • Ancora Advisors held 18,149 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $512K as of Q1 2026.
  • Ancora Advisors sold 3,715 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $100K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #524 holding.
  • Ancora Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2022 and has held it in 15 quarters since.
  • Ancora Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $10.2M in Q2 2025.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.