Bank of America
KMLM icon

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 – 8556
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 – 8122
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

AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
TBC
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return