Fidelity Investments
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Fidelity Investments’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Fidelity Investments’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
2024
Q2 		– Sell
-1
Closed -$30 – 5520
2024
Q1 		$30 Buy
+1
New +$29 ﹤0.01% 5112

Other funds holding KMLM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments's KMLM Position: Q2 2024 in Review

Fidelity Investments sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2024, closing a stake of 1 share — an estimated $30 sold.

Fidelity Investments first reported a position in KMLM in Q1 2024 and held it in 1 quarter. The position peaked at $30 in Q1 2024. 55 funds tracked by Wall St. Rank hold KMLM as of Q2 2024.

  • Fidelity Investments reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 KFA Mount Lucas Managed Futures Index Strategy ETF share in Q2 2024, an estimated $30.
  • Fidelity Investments first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Fidelity Investments's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $30 in Q1 2024.
  • 55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.