Avantax Advisory Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-7,296
Closed -$210K 1697
2023
Q4
$210K Hold
7,296
﹤0.01% 1452
2023
Q3
$238K Sell
7,296
-659
-8% -$21.5K ﹤0.01% 1329
2023
Q2
$242K Sell
7,955
-547
-6% -$16.7K ﹤0.01% 1296
2023
Q1
$251K Buy
+8,502
New +$251K ﹤0.01% 1249