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 Q2	$495K	Buy	17,979 +4,509	+33%	+$129K	0.06%	115
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

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 22.96% 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

Blueprint Financial Advisors's KMLM Position: Q2 2026 in Review

Blueprint Financial Advisors increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 33% in Q2 2026, buying an estimated $129K and bringing the position to 17,979 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #115.

Blueprint Financial Advisors first reported a position in KMLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $544K in Q3 2025. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Blueprint Financial Advisors held 17,979 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $495K as of Q2 2026.
Blueprint Financial Advisors bought 4,509 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $129K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.06% of Blueprint Financial Advisors's portfolio in Q2 2026, its #115 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 4 quarters since.
Blueprint Financial Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $544K in Q3 2025.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.