Creative Capital Management Investments’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Creative Capital Management Investments’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	$110	Hold	4	–	–	﹤0.01%	1424
2026 Q1	$113	Hold	4	–	–	﹤0.01%	320
2025 Q4	$104	Hold	4	–	–	﹤0.01%	309
2025 Q3	$108	Hold	4	–	–	﹤0.01%	263
2025 Q2	$106	Hold	4	–	–	﹤0.01%	305
2025 Q1	$109	Hold	4	–	–	﹤0.01%	234
2024 Q4	$112	Buy	+4	New	+$112	﹤0.01%	261

Other funds holding KMLM

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Creative Capital Management Investments's KMLM Position: Q2 2026 in Review

Creative Capital Management Investments held its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) position steady in Q2 2026 at 4 shares worth $110. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Creative Capital Management Investments first reported a position in KMLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $113 in Q1 2026. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Creative Capital Management Investments held 4 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $110 as of Q2 2026.
Creative Capital Management Investments left its KFA Mount Lucas Managed Futures Index Strategy ETF share count unchanged in Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1424 holding.
Creative Capital Management Investments first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Creative Capital Management Investments's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $113 in Q1 2026.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.