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