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FMA Wealth Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

FMA Wealth Management’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 		$627K Sell
22,765
-189
-0.8% -$5.41K 0.4% 26
2026
Q1 		$647K Hold
22,954
– – 0.43% 26
2025
Q4 		$596K Buy
22,954
+525
+2% +$14K 0.39% 27
2025
Q3 		$604K Sell
22,429
-1,008
-4% -$26.9K 0.41% 26
2025
Q2 		$618K Sell
23,437
-112
-0.5% -$2.95K 0.46% 25
2025
Q1 		$639K Hold
23,549
– – 0.49% 25
2024
Q4 		$662K Sell
23,549
-820
-3% -$23K 0.49% 25
2024
Q3 		$712K Buy
24,369
+1,549
+7% +$45.7K 0.52% 25
2024
Q2 		$665K Buy
22,820
+6,817
+43% +$203K 0.54% 27
2024
Q1 		$478K Buy
16,003
+6,841
+75% +$199K 0.4% 31
2023
Q4 		$264K Buy
+9,162
New +$283K 0.24% 36

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FMA Wealth Management's KMLM Position: Q2 2026 in Review

FMA Wealth Management reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 0.82% in Q2 2026, selling an estimated $5.41K and leaving 22,765 shares worth $627K. The position accounts for 0.4% of the portfolio, ranked #26.

FMA Wealth Management first reported a position in KMLM in Q4 2023 and has held it in 11 quarters since. The position peaked at $712K in Q3 2024. 6 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • FMA Wealth Management held 22,765 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $627K as of Q2 2026.
  • FMA Wealth Management sold 189 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $5.41K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.4% of FMA Wealth Management's portfolio in Q2 2026, its #26 holding.
  • FMA Wealth Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • FMA Wealth Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $712K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.