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EverSource Wealth Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

EverSource Wealth Advisors’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
-3,898
Closed -$105K – 4351
2025
Q3 		$105K Buy
+3,898
New +$104K ﹤0.01% 1256

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

EverSource Wealth Advisors's KMLM Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2025, closing a stake of 3,898 shares — an estimated $105K sold.

EverSource Wealth Advisors first reported a position in KMLM in Q3 2025 and held it in 1 quarter. The position peaked at $105K in Q3 2025. 46 funds tracked by Wall St. Rank hold KMLM as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3,898 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2025, an estimated $105K.
  • EverSource Wealth Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $105K 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 EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.