Bank of Montreal
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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
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

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $172M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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 $147M AUM 9.1% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Bank of Montreal's KMLM Position: Q1 2026 in Review

Bank of Montreal increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 3.4% in Q1 2026, buying an estimated $60.9K and bringing the position to 69,139 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Bank of Montreal first reported a position in KMLM in Q4 2022 and has held it in 14 quarters since. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • Bank of Montreal held 69,139 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $1.95M as of Q1 2026.
  • Bank of Montreal bought 2,259 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $60.9K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1679 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 14 quarters since.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.