AssetMark Inc
KMLM icon

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
Q3 		$1.12K Sell
36
-12
-25% -$354 ﹤0.01% 3208
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 +$4.02K ﹤0.01% 1480

Other funds holding KMLM

Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
Abbington Investment Group
Abbington Investment Group Westport, Connecticut $154M AUM 24.32% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Sound Financial Strategies Group
Sound Financial Strategies Group Madison, Mississippi $148M AUM 10.49% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Altiora Financial Group
Altiora Financial Group Lebanon, Ohio $611M AUM 8.15% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return

AssetMark Inc's KMLM Position: Q3 2026 in Review

AssetMark Inc reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 25% in Q3 2026, selling an estimated $354 and leaving 36 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

AssetMark Inc first reported a position in KMLM in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.75K in Q4 2023. 44 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • AssetMark Inc held 36 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $1.12K as of Q3 2026.
  • AssetMark Inc sold 12 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2026, an estimated $354.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3208 holding.
  • AssetMark Inc first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and has held it in 4 quarters since.
  • AssetMark Inc's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.75K in Q4 2023.
  • 44 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.