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 Q2	$603K	Buy	21,901 +3,694	+20%	+$106K	0.01%	1422
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

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

Atria Investments's KMLM Position: Q2 2026 in Review

Atria Investments increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 20% in Q2 2026, buying an estimated $106K and bringing the position to 21,901 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #1422.

Atria Investments first reported a position in KMLM in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.3M in Q2 2022. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Atria Investments held 21,901 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $603K as of Q2 2026.
Atria Investments bought 3,694 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $106K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1422 holding.
Atria Investments first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2022 and has held it in 10 quarters since.
Atria Investments's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.3M in Q2 2022.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.