Envestnet Asset Management
KMLM icon

Envestnet Asset Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Envestnet Asset Management’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 		$4.63M Buy
164,071
+64,300
+64% +$1.73M ﹤0.01% 2366
2025
Q4 		$2.59M Buy
99,771
+48,066
+93% +$1.28M ﹤0.01% 2637
2025
Q3 		$1.39M Sell
51,705
-1,117
-2% -$29.9K ﹤0.01% 3135
2025
Q2 		$1.39M Sell
52,822
-82,616
-61% -$2.18M ﹤0.01% 3055
2025
Q1 		$3.69M Buy
135,438
+19,277
+17% +$529K ﹤0.01% 2337
2024
Q4 		$3.26M Sell
116,161
-55,050
-32% -$1.55M ﹤0.01% 2375
2024
Q3 		$5M Buy
171,211
+15,099
+10% +$446K ﹤0.01% 2107
2024
Q2 		$4.55M Buy
156,112
+91,518
+142% +$2.73M ﹤0.01% 2084
2024
Q1 		$1.93M Sell
64,594
-42,176
-40% -$1.23M ﹤0.01% 2596
2023
Q4 		$3.08M Sell
106,770
-23,641
-18% -$730K ﹤0.01% 2204
2023
Q3 		$4.25M Buy
130,411
+1,395
+1% +$43.7K ﹤0.01% 1909
2023
Q2 		$3.93M Sell
129,016
-421,618
-77% -$12.9M ﹤0.01% 1847
2023
Q1 		$16.2M Buy
550,634
+430,820
+360% +$12.8M 0.01% 990
2022
Q4 		$3.66M Buy
119,814
+27,636
+30% +$991K ﹤0.01% 1780
2022
Q3 		$3.54M Buy
92,178
+21,207
+30% +$758K ﹤0.01% 1712
2022
Q2 		$2.47M Buy
+70,971
New +$2.52M ﹤0.01% 1976

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return