Bank of America’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Bank of America’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
2025 Q2	–	Sell	-7,057	Closed	-$193K	–	8548
2025 Q1	$193K	Buy	7,057 +3,268	+86%	+$89.7K	﹤0.01%	6196
2024 Q4	$106K	Hold	3,789	–	–	﹤0.01%	6370
2024 Q3	$111K	Sell	3,789 -3,048	-45%	-$90K	﹤0.01%	6286
2024 Q2	$199K	Buy	6,837 +5,235	+327%	+$156K	﹤0.01%	5886
2024 Q1	$47.9K	Buy	+1,602	New	+$46.6K	﹤0.01%	6528
2023 Q4	–	Sell	-10	Closed	-$326	–	8118
2023 Q3	$326	Hold	10	–	–	﹤0.01%	7362
2023 Q2	$305	Hold	10	–	–	﹤0.01%	7357
2023 Q1	$295	Hold	10	–	–	﹤0.01%	7403
2022 Q4	$306	Buy	+10	New	+$359	﹤0.01%	7487

Other funds holding KMLM

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 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

WAP

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Bank of America's KMLM Position: Q2 2025 in Review

Bank of America sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2025, closing a stake of 7,057 shares — an estimated $193K sold.

Bank of America first reported a position in KMLM in Q4 2022 and held it in 9 quarters. The position peaked at $199K in Q2 2024. 49 funds tracked by Wall St. Rank hold KMLM as of Q2 2025.

Bank of America reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2025 after selling out during the quarter.
Bank of America sold 7,057 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2025, an estimated $193K.
Bank of America first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and held it in 9 quarters.
Bank of America's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $199K in Q2 2024.
49 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.