CIA
KMLM icon

Cape Investment Advisory’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Cape Investment Advisory’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
Q3 		$3.2K Hold
103
– – ﹤0.01% 1156
2026
Q2 		$2.83K Buy
+103
New +$2.95K ﹤0.01% 1163

Other funds holding KMLM

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Cape Investment Advisory's KMLM Position: Q3 2026 in Review

Cape Investment Advisory held its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) position steady in Q3 2026 at 103 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Cape Investment Advisory first reported a position in KMLM in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • Cape Investment Advisory held 103 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $3.2K as of Q3 2026.
  • Cape Investment Advisory left its KFA Mount Lucas Managed Futures Index Strategy ETF share count unchanged in Q3 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1156 holding.
  • Cape Investment Advisory first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.