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Beacon Capital Management Inc (Ohio)’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q3 		$1.66M Sell
53,548
-1,916
-3% -$56.5K 0.1% 48
2026
Q2 		$1.53M Buy
+55,464
New +$1.59M 0.09% 46

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LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s KMLM Position: Q3 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 3.5% in Q3 2026, selling an estimated $56.5K and leaving 53,548 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #48.

Beacon Capital Management Inc (Ohio) first reported a position in KMLM in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • Beacon Capital Management Inc (Ohio) held 53,548 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $1.66M as of Q3 2026.
  • Beacon Capital Management Inc (Ohio) sold 1,916 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2026, an estimated $56.5K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.1% of Beacon Capital Management Inc (Ohio)'s portfolio in Q3 2026, its #48 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2026, filed 13 Oct 2026.