Carson Wealth (CWM LLC)’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
619
-799
| -56% | -$20.7K | ﹤0.01% | 4038 |
|
|
2025
Q1 | $39K | Sell |
1,418
-1,024
| -42% | -$28.2K | ﹤0.01% | 3184 |
|
|
2024
Q4 | $69K | Sell |
2,442
-472,545
| -99% | -$13.4M | ﹤0.01% | 2545 |
|
|
2024
Q3 | $13.9M | Buy |
474,987
+29,486
| +7% | +$862K | 0.06% | 257 |
|
|
2024
Q2 | $13M | Buy |
445,501
+41,160
| +10% | +$1.2M | 0.06% | 255 |
|
|
2024
Q1 | $12.1M | Buy |
+404,341
| New | +$12.1M | 0.06% | 260 |
|