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Dynamic Advisor Solutions’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Dynamic Advisor Solutions’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
-29,473
Closed -$794K – 976
2025
Q3 		$794K Buy
29,473
+3,280
+13% +$87.7K 0.02% 517
2025
Q2 		$691K Buy
26,193
+6,692
+34% +$176K 0.02% 532
2025
Q1 		$532K Buy
19,501
+12,343
+172% +$339K 0.02% 566
2024
Q4 		$201K Buy
+7,158
New +$201K 0.01% 621

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

Dynamic Advisor Solutions's KMLM Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2025, closing a stake of 29,473 shares — an estimated $794K sold.

Dynamic Advisor Solutions first reported a position in KMLM in Q4 2024 and held it in 4 quarters. The position peaked at $794K in Q3 2025. 46 funds tracked by Wall St. Rank hold KMLM as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 29,473 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2025, an estimated $794K.
  • Dynamic Advisor Solutions first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and held it in 4 quarters.
  • Dynamic Advisor Solutions's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $794K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.