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

Cetera Investment Advisers’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
2025
Q3 		– Sell
-17,356
Closed -$458K – 4624
2025
Q2 		$458K Sell
17,356
-1,474
-8% -$38.8K ﹤0.01% 3035
2025
Q1 		$514K Sell
18,830
-772
-4% -$21.2K ﹤0.01% 2821
2024
Q4 		$551K Buy
19,602
+4,587
+31% +$129K ﹤0.01% 2607
2024
Q3 		$439K Sell
15,015
-371
-2% -$10.9K ﹤0.01% 2748
2024
Q2 		$449K Sell
15,386
-1,217
-7% -$36.2K ﹤0.01% 2680
2024
Q1 		$496K Sell
16,603
-14,751
-47% -$429K ﹤0.01% 2612
2023
Q4 		$904K Sell
31,354
-3,891
-11% -$120K 0.01% 1155
2023
Q3 		$1.15M Buy
35,245
+11,289
+47% +$354K 0.01% 984
2023
Q2 		$730K Buy
23,956
+11,141
+87% +$340K 0.01% 1232
2023
Q1 		$378K Buy
12,815
+3,854
+43% +$115K ﹤0.01% 1575
2022
Q4 		$274K Buy
+8,961
New +$321K ﹤0.01% 1723

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Cetera Investment Advisers's KMLM Position: Q3 2025 in Review

Cetera Investment Advisers sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q3 2025, closing a stake of 17,356 shares — an estimated $458K sold.

Cetera Investment Advisers first reported a position in KMLM in Q4 2022 and held it in 11 quarters. The position peaked at $1.15M in Q3 2023. 51 funds tracked by Wall St. Rank hold KMLM as of Q3 2025.

  • Cetera Investment Advisers reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 17,356 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2025, an estimated $458K.
  • Cetera Investment Advisers first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and held it in 11 quarters.
  • Cetera Investment Advisers's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.15M in Q3 2023.
  • 51 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2025.

Based on Cetera Investment Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.