AssetMark Inc’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

AssetMark Inc’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	$1.32K	Buy	48 +42	+700%	+$1.2K	﹤0.01%	3091
2026 Q1	$169	Buy	+6	New	+$162	﹤0.01%	3340
2024 Q1	–	Sell	-130	Closed	-$3.75K	–	2028
2023 Q4	$3.75K	Buy	+130	New	+$4.01K	﹤0.01%	1480

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

AssetMark Inc's KMLM Position: Q2 2026 in Review

AssetMark Inc increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 700% in Q2 2026, buying an estimated $1.2K and bringing the position to 48 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3091.

AssetMark Inc first reported a position in KMLM in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.75K in Q4 2023. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

AssetMark Inc held 48 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $1.32K as of Q2 2026.
AssetMark Inc bought 42 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $1.2K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3091 holding.
AssetMark Inc first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and has held it in 3 quarters since.
AssetMark Inc's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.75K in Q4 2023.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.