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
2026
Q2 		$269K Buy
+9,761
New +$280K ﹤0.01% 4251
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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Cetera Investment Advisers's KMLM Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 9,761 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #4251 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in KMLM as recently as Q2 2025.

Cetera Investment Advisers first reported a position in KMLM in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.15M in Q3 2023. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • Cetera Investment Advisers held 9,761 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $269K as of Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Cetera Investment Advisers position in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4251 holding.
  • Cetera Investment Advisers first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and has held it in 12 quarters since.
  • Cetera Investment Advisers's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.15M in Q3 2023.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.