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 Q2	–	Sell	-29,225	Closed	-$824K	–	107
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

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

Andina Capital Management's KMLM Position: Q2 2026 in Review

Andina Capital Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026, closing a stake of 29,225 shares — an estimated $824K sold.

Andina Capital Management first reported a position in KMLM in Q2 2024 and held it in 8 quarters. The position peaked at $1.15M in Q3 2024. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Andina Capital Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2026 after selling out during the quarter.
Andina Capital Management sold 29,225 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $824K.
Andina Capital Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2024 and held it in 8 quarters.
Andina Capital Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.15M in Q3 2024.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Andina Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.