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
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

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

AssetMark Inc's KMLM Position: Q1 2026 in Review

AssetMark Inc opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2026: 6 shares worth $169. The stake represents ﹤0.01% of the portfolio and ranks #3340 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in KMLM as recently as Q4 2023.

AssetMark Inc first reported a position in KMLM in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.75K in Q4 2023. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • AssetMark Inc held 6 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $169 as of Q1 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new AssetMark Inc position in Q1 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3340 holding.
  • AssetMark Inc first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and has held it in 2 quarters since.
  • AssetMark Inc's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.75K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.