FWM
FMA Wealth Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$45.3K | 0.52% | 25 |
|
|
2024
Q2 | $665K | Buy |
22,820
+6,817
| +43% | +$199K | 0.54% | 27 |
|
|
2024
Q1 | $478K | Buy |
16,003
+6,841
| +75% | +$204K | 0.4% | 31 |
|
|
2023
Q4 | $264K | Buy |
+9,162
| New | +$264K | 0.24% | 36 |
|