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 Q2	$7.43M	Buy	270,164 +106,093	+65%	+$3.04M	﹤0.01%	2154
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

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

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

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

Envestnet Asset Management's KMLM Position: Q2 2026 in Review

Envestnet Asset Management increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 65% in Q2 2026, buying an estimated $3.04M and bringing the position to 270,164 shares worth $7.43M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Envestnet Asset Management first reported a position in KMLM in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.2M in Q1 2023. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Envestnet Asset Management held 270,164 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $7.43M as of Q2 2026.
Envestnet Asset Management bought 106,093 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $3.04M.
KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2154 holding.
Envestnet Asset Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2022 and has held it in 17 quarters since.
Envestnet Asset Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $16.2M in Q1 2023.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.