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

Avantax Advisory Services’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
2024 Q1	–	Sell	-7,296	Closed	-$210K	–	1708
2023 Q4	$210K	Hold	7,296	–	–	﹤0.01%	1452
2023 Q3	$238K	Sell	7,296 -659	-8%	-$20.7K	﹤0.01%	1329
2023 Q2	$242K	Sell	7,955 -547	-6%	-$16.7K	﹤0.01%	1296
2023 Q1	$251K	Buy	+8,502	New	+$253K	﹤0.01%	1249

Other funds holding KMLM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFSG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RAM

RedJay Asset Management Toronto, Ontario, Canada $639M AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LFA

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

Avantax Advisory Services's KMLM Position: Q1 2024 in Review

Avantax Advisory Services sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2024, closing a stake of 7,296 shares — an estimated $210K sold.

Avantax Advisory Services first reported a position in KMLM in Q1 2023 and held it in 4 quarters. The position peaked at $251K in Q1 2023. 55 funds tracked by Wall St. Rank hold KMLM as of Q1 2024.

Avantax Advisory Services reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2024 after selling out during the quarter.
Avantax Advisory Services sold 7,296 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2024, an estimated $210K.
Avantax Advisory Services first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2023 and held it in 4 quarters.
Avantax Advisory Services's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $251K in Q1 2023.
55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2024.

Based on Avantax Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.