Commonwealth Equity Services’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Hold |
32,256
| – | – | ﹤0.01% | 2713 |
|
|
2025
Q1 | $880K | Buy |
32,256
+2,773
| +9% | +$75.7K | ﹤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% | +$84.6K | ﹤0.01% | 2734 |
|
|
2024
Q2 | $529K | Buy |
18,154
+4,433
| +32% | +$129K | ﹤0.01% | 2787 |
|
|
2024
Q1 | $410K | Buy |
13,721
+5,916
| +76% | +$177K | ﹤0.01% | 2997 |
|
|
2023
Q4 | $225K | Buy |
+7,805
| New | +$225K | ﹤0.01% | 3416 |
|