Cambria Investment Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Cambria Investment 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
2024 Q2	–	Sell	-37,314	Closed	-$1.12M	–	366
2024 Q1	$1.12M	Sell	37,314 -15	-0%	-$436	0.07%	133
2023 Q4	$1.08M	Sell	37,329 -553	-1%	-$17.1K	0.07%	134
2023 Q3	$1.23M	Buy	+37,882	New	+$1.19M	0.1%	134

Other funds holding KMLM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambria Investment Management's KMLM Position: Q2 2024 in Review

Cambria Investment Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2024, closing a stake of 37,314 shares — an estimated $1.12M sold.

Cambria Investment Management first reported a position in KMLM in Q3 2023 and held it in 3 quarters. The position peaked at $1.23M in Q3 2023. 55 funds tracked by Wall St. Rank hold KMLM as of Q2 2024.

Cambria Investment Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2024 after selling out during the quarter.
Cambria Investment Management sold 37,314 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2024, an estimated $1.12M.
Cambria Investment Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2023 and held it in 3 quarters.
Cambria Investment Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.23M in Q3 2023.
55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2024.

Based on Cambria Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.