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Bull Oak Capital’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Bull Oak Capital’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
2022
Q4 		– Sell
-290,344
Closed -$11.1M – 19
2022
Q3 		$11.1M Buy
+290,344
New +$10.4M 10.86% 4

Other funds holding KMLM

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bull Oak Capital's KMLM Position: Q4 2022 in Review

Bull Oak Capital sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2022, closing a stake of 290,344 shares — an estimated $11.1M sold.

Bull Oak Capital first reported a position in KMLM in Q3 2022 and held it in 1 quarter. The position peaked at $11.1M in Q3 2022. 57 funds tracked by Wall St. Rank hold KMLM as of Q4 2022.

  • Bull Oak Capital reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Bull Oak Capital sold 290,344 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2022, an estimated $11.1M.
  • Bull Oak Capital first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2022 and held it in 1 quarter.
  • Bull Oak Capital's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $11.1M in Q3 2022.
  • 57 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2022.

Based on Bull Oak Capital's 13F filing for Q4 2022, filed 13 Jan 2023.