Atria Investments’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Atria Investments’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	$513K	Sell	18,207 -4,016	-18%	-$108K	0.01%	1433
2025 Q4	$577K	Buy	22,223 +8	+0%	+$213	0.01%	1353
2025 Q3	$598K	Buy	22,215 +3,690	+20%	+$98.6K	0.01%	1326
2025 Q2	$489K	Buy	18,525 +149	+0.8%	+$3.92K	0.01%	1429
2025 Q1	$501K	Buy	18,376 +4,266	+30%	+$117K	0.01%	1352
2024 Q4	$396K	Sell	14,110 -252	-2%	-$7.08K	﹤0.01%	1435
2024 Q3	$420K	Buy	14,362 +825	+6%	+$24.3K	0.01%	1417
2024 Q2	$395K	Buy	+13,537	New	+$403K	0.01%	1424
2022 Q3	–	Sell	-37,402	Closed	-$1.3M	–	774
2022 Q2	$1.3M	Buy	+37,402	New	+$1.33M	0.03%	645

Other funds holding KMLM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

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

Abbington Investment Group Westport, Connecticut $172M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

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