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Blueprint Financial Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Blueprint Financial Advisors’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 		$380K Sell
13,470
-2,411
-15% -$65K 0.06% 89
2025
Q4 		$412K Sell
15,881
-4,319
-21% -$115K 0.06% 89
2025
Q3 		$544K Buy
+20,200
New +$540K 0.12% 89

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 $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
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

Blueprint Financial Advisors's KMLM Position: Q1 2026 in Review

Blueprint Financial Advisors reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 15% in Q1 2026, selling an estimated $65K and leaving 13,470 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #89.

Blueprint Financial Advisors first reported a position in KMLM in Q3 2025 and has held it in 3 quarters since. The position peaked at $544K in Q3 2025. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • Blueprint Financial Advisors held 13,470 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $380K as of Q1 2026.
  • Blueprint Financial Advisors sold 2,411 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $65K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.06% of Blueprint Financial Advisors's portfolio in Q1 2026, its #89 holding.
  • Blueprint Financial Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Blueprint Financial Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $544K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.