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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$888K Buy
28,567
+10,173
+55% +$300K 0.01% 1202
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

Farther Finance Advisors's KMLM Position: Q3 2026 in Review

Farther Finance Advisors increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 55% in Q3 2026, buying an estimated $300K and bringing the position to 28,567 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #1202.

Farther Finance Advisors first reported a position in KMLM in Q3 2024 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • Farther Finance Advisors held 28,567 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $888K as of Q3 2026.
  • Farther Finance Advisors bought 10,173 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2026, an estimated $300K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1202 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 4 quarters since.
  • 15 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.