BAM
KMLM icon

Belpointe Asset Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-954
Closed -$28.1K – 2061
2023
Q1 		$28.1K Sell
954
-295
-24% -$8.78K ﹤0.01% 2095
2022
Q4 		$38.2K Buy
+1,249
New +$44.8K ﹤0.01% 1777

Other funds holding KMLM

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
RWRC
R.W. Roge & Company Bohemia, New York $210M AUM 18.75% 1-Year Est. Return

Belpointe Asset Management's KMLM Position: Q2 2023 in Review

Belpointe Asset Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2023, closing a stake of 954 shares — an estimated $28.1K sold.

Belpointe Asset Management first reported a position in KMLM in Q4 2022 and held it in 2 quarters. The position peaked at $38.2K in Q4 2022. 49 funds tracked by Wall St. Rank hold KMLM as of Q2 2023.

  • Belpointe Asset Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 954 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2023, an estimated $28.1K.
  • Belpointe Asset Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $38.2K in Q4 2022.
  • 49 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.