Commonwealth Equity Services
KMLM icon

Commonwealth Equity Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-26,438
Closed -$712K – 4378
2025
Q3 		$712K Sell
26,438
-5,818
-18% -$156K ﹤0.01% 2879
2025
Q2 		$851K Hold
32,256
– – ﹤0.01% 2713
2025
Q1 		$880K Buy
32,256
+2,773
+9% +$76.1K ﹤0.01% 2566
2024
Q4 		$828K Buy
29,483
+8,432
+40% +$237K ﹤0.01% 2541
2024
Q3 		$615K Buy
21,051
+2,897
+16% +$85.5K ﹤0.01% 2734
2024
Q2 		$529K Buy
18,154
+4,433
+32% +$132K ﹤0.01% 2787
2024
Q1 		$410K Buy
13,721
+5,916
+76% +$172K ﹤0.01% 2997
2023
Q4 		$225K Buy
+7,805
New +$241K ﹤0.01% 3416

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

Commonwealth Equity Services's KMLM Position: Q4 2025 in Review

Commonwealth Equity Services sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2025, closing a stake of 26,438 shares — an estimated $712K sold.

Commonwealth Equity Services first reported a position in KMLM in Q4 2023 and held it in 8 quarters. The position peaked at $880K in Q1 2025. 46 funds tracked by Wall St. Rank hold KMLM as of Q4 2025.

  • Commonwealth Equity Services reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 26,438 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2025, an estimated $712K.
  • Commonwealth Equity Services first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and held it in 8 quarters.
  • Commonwealth Equity Services's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $880K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.