CIBC Private Wealth Group
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CIBC Private Wealth Group’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-3
Closed -$91 – 3230
2024
Q1 		$91 Buy
+3
New +$87 ﹤0.01% 3013

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group's KMLM Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2024, closing a stake of 3 shares — an estimated $91 sold.

CIBC Private Wealth Group first reported a position in KMLM in Q1 2024 and held it in 1 quarter. The position peaked at $91 in Q1 2024. 55 funds tracked by Wall St. Rank hold KMLM as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 3 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2024, an estimated $91.
  • CIBC Private Wealth Group first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $91 in Q1 2024.
  • 55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.