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Cetera Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Cetera Advisors’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
Q1 		$463K Buy
+15,497
New +$451K ﹤0.01% 1652
2023
Q1 		– Sell
-18,560
Closed -$567K – 1690
2022
Q4 		$567K Buy
+18,560
New +$666K 0.01% 910

Other funds holding KMLM

Carson Wealth (CWM LLC)
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RAM
RedJay Asset Management Toronto, Ontario, Canada $639M AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Cetera Advisors's KMLM Position: Q1 2024 in Review

Cetera Advisors opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2024: 15,497 shares worth $463K. The stake represents ﹤0.01% of the portfolio and ranks #1652 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in KMLM as recently as Q4 2022.

Cetera Advisors first reported a position in KMLM in Q4 2022 and has held it in 2 quarters since. The position peaked at $567K in Q4 2022. 55 funds tracked by Wall St. Rank hold KMLM as of Q1 2024.

  • Cetera Advisors held 15,497 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $463K as of Q1 2024.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Cetera Advisors position in Q1 2024.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1652 holding.
  • Cetera Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and has held it in 2 quarters since.
  • Cetera Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $567K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.