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

Claro 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
2026
Q2 		$365K Buy
+13,278
New +$380K 0.04% 348

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

Claro Advisors's KMLM Position: Q2 2026 in Review

Claro Advisors opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 13,278 shares worth $365K. The stake represents 0.04% of the portfolio and ranks #348 among its holdings.

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

  • Claro Advisors held 13,278 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $365K as of Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Claro Advisors position in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #348 holding.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.