Fermata 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $936K | Sell |
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|
2025
Q2 | $946K | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $998K | Buy |
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|
2024
Q1 | $995K | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $7.11M | Buy |
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|
2022
Q2 | $4.63M | Buy |
|