Carson Wealth (CWM LLC)
KMLM icon

Carson Wealth (CWM LLC)’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Carson Wealth (CWM LLC)’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 		$18.5K Sell
655
-185
-22% -$4.99K ﹤0.01% 4464
2025
Q4 		$22K Buy
840
+44
+6% +$1.17K ﹤0.01% 4121
2025
Q3 		$21K Buy
796
+177
+29% +$4.73K ﹤0.01% 4095
2025
Q2 		$16K Sell
619
-799
-56% -$21K ﹤0.01% 4041
2025
Q1 		$39K Sell
1,418
-1,024
-42% -$28.1K ﹤0.01% 3187
2024
Q4 		$69K Sell
2,442
-472,545
-99% -$13.3M ﹤0.01% 2547
2024
Q3 		$13.9M Buy
474,987
+29,486
+7% +$870K 0.06% 257
2024
Q2 		$13M Buy
445,501
+41,160
+10% +$1.23M 0.06% 255
2024
Q1 		$12.1M Buy
+404,341
New +$11.8M 0.06% 260

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