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KMLM icon

CSS LLC’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

CSS LLC’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
Q1 		$2.2M Hold
78,027
– – 0.12% 154
2025
Q4 		$2.02M Buy
78,027
+5,620
+8% +$150K 0.11% 169
2025
Q3 		$1.95M Buy
72,407
+3,720
+5% +$99.5K 0.12% 180
2025
Q2 		$1.81M Buy
68,687
+4,010
+6% +$106K 0.11% 191
2025
Q1 		$1.76M Buy
64,677
+17,614
+37% +$483K 0.12% 161
2024
Q4 		$1.32M Buy
47,063
+4,100
+10% +$115K 0.08% 269
2024
Q3 		$1.26M Buy
42,963
+6,593
+18% +$195K 0.07% 250
2024
Q2 		$1.06M Buy
36,370
+10,000
+38% +$298K 0.08% 267
2024
Q1 		$788K Buy
26,370
+4,000
+18% +$116K 0.06% 325
2023
Q4 		$645K Buy
22,370
+4,881
+28% +$151K 0.05% 339
2023
Q3 		$570K Buy
+17,489
New +$548K 0.05% 349

Other funds holding KMLM

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $172M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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 $147M AUM 9.1% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return