Commonwealth Equity Services

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

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Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return