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 $3.97B AUM 18.34% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 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 $157M AUM 15.51% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KMLM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 22% in Q1 2026, selling an estimated $4.99K and leaving 655 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4464.

Carson Wealth (CWM LLC) first reported a position in KMLM in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.9M in Q3 2024. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 655 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $18.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 185 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $4.99K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4464 holding.
  • Carson Wealth (CWM LLC) first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $13.9M in Q3 2024.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.