FFA
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Farther Finance Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Farther Finance 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
2026
Q2 		$506K Buy
+18,394
New +$527K ﹤0.01% 1552
2025
Q1 		– Sell
-3,000
Closed -$84.3K – 4346
2024
Q4 		$84.3K Buy
3,000
+1,000
+50% +$28.1K ﹤0.01% 1383
2024
Q3 		$58.5K Buy
+2,000
New +$59K ﹤0.01% 1569

Other funds holding KMLM

LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Farther Finance Advisors's KMLM Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 18,394 shares worth $506K. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in KMLM as recently as Q4 2024.

Farther Finance Advisors first reported a position in KMLM in Q3 2024 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • Farther Finance Advisors held 18,394 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $506K as of Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Farther Finance Advisors position in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1552 holding.
  • Farther Finance Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2024 and has held it in 3 quarters since.
  • 6 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.