Andina Capital Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Andina Capital Management’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	$824K	Sell	29,225 -6,615	-18%	-$178K	0.73%	34
2025 Q4	$930K	Buy	35,840 +1,957	+6%	+$52.2K	0.56%	40
2025 Q3	$912K	Buy	33,883 +846	+3%	+$22.6K	0.52%	44
2025 Q2	$871K	Buy	33,037 +820	+3%	+$21.6K	0.61%	40
2025 Q1	$879K	Sell	32,217 -4,834	-13%	-$133K	0.63%	41
2024 Q4	$1.04M	Sell	37,051 -2,383	-6%	-$66.9K	0.85%	31
2024 Q3	$1.15M	Buy	39,434 +1,062	+3%	+$31.3K	0.88%	30
2024 Q2	$1.12M	Buy	+38,372	New	+$1.14M	0.84%	29

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $172M AUM

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Andina Capital Management's KMLM Position: Q1 2026 in Review

Andina Capital Management reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 18% in Q1 2026, selling an estimated $178K and leaving 29,225 shares worth $824K. The position accounts for 0.73% of the portfolio, ranked #34.

Andina Capital Management first reported a position in KMLM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q3 2024. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

Andina Capital Management held 29,225 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $824K as of Q1 2026.
Andina Capital Management sold 6,615 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $178K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.73% of Andina Capital Management's portfolio in Q1 2026, its #34 holding.
Andina Capital Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Andina Capital Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.15M in Q3 2024.
50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Andina Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.