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COMPASS FINANCIAL MANAGEMENT LLC’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$277K Buy
+9,850
New +$282K 0.03% 365

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 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
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
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's KMLM Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 9,850 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #365 among its holdings.

45 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 9,850 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $277K as of Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.03% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #365 holding.
  • 45 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.