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

Bank of Montreal’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	$2.01M	Buy	72,917 +3,778	+5%	+$108K	﹤0.01%	1737
2026 Q1	$1.95M	Buy	69,139 +2,259	+3%	+$60.9K	﹤0.01%	1679
2025 Q4	$1.74M	Buy	66,880 +11,787	+21%	+$314K	﹤0.01%	1717
2025 Q3	$1.48M	Buy	55,093 +122	+0.2%	+$3.26K	﹤0.01%	1783
2025 Q2	$1.45M	Buy	54,971 +986	+2%	+$26K	﹤0.01%	1721
2025 Q1	$1.47M	Buy	53,985 +39	+0.1%	+$1.07K	﹤0.01%	1636
2024 Q4	$1.52M	Sell	53,946 -467	-0.9%	-$13.1K	﹤0.01%	1665
2024 Q3	$1.6M	Buy	54,413 +3,349	+7%	+$98.8K	﹤0.01%	1801
2024 Q2	$1.49M	Buy	51,064 +12,355	+32%	+$368K	﹤0.01%	1803
2024 Q1	$1.16M	Buy	38,709 +38,341	+10,419%	+$1.12M	﹤0.01%	1924
2023 Q4	$10.7K	Sell	368 -257	-41%	-$7.94K	﹤0.01%	3792
2023 Q3	$20.2K	Sell	625 -160	-20%	-$5.01K	﹤0.01%	3562
2023 Q2	$24K	Sell	785 -27,347	-97%	-$836K	﹤0.01%	3705
2023 Q1	$837K	Buy	28,132 +26,307	+1,441%	+$783K	﹤0.01%	2152
2022 Q4	$63K	Buy	+1,825	New	+$65.5K	﹤0.01%	3482

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 22.9% 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

Bank of Montreal's KMLM Position: Q2 2026 in Review

Bank of Montreal increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 5.5% in Q2 2026, buying an estimated $108K and bringing the position to 72,917 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

Bank of Montreal first reported a position in KMLM in Q4 2022 and has held it in 15 quarters since. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Bank of Montreal held 72,917 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $2.01M as of Q2 2026.
Bank of Montreal bought 3,778 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $108K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1737 holding.
Bank of Montreal first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and has held it in 15 quarters since.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.