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Frontier Asset Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Frontier Asset 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
2025
Q4 		– Sell
-20,529
Closed -$553K – 93
2025
Q3 		$553K Sell
20,529
-4,493
-18% -$120K 0.14% 56
2025
Q2 		$660K Sell
25,022
-2,739
-10% -$72.1K 0.18% 55
2025
Q1 		$757K Sell
27,761
-3,193
-10% -$87.6K 0.22% 50
2024
Q4 		$870K Buy
+30,954
New +$869K 0.29% 44

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $172M AUM
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return

Frontier Asset Management's KMLM Position: Q4 2025 in Review

Frontier Asset Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2025, closing a stake of 20,529 shares — an estimated $553K sold.

Frontier Asset Management first reported a position in KMLM in Q4 2024 and held it in 4 quarters. The position peaked at $870K in Q4 2024. 46 funds tracked by Wall St. Rank hold KMLM as of Q4 2025.

  • Frontier Asset Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Frontier Asset Management sold 20,529 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2025, an estimated $553K.
  • Frontier Asset Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and held it in 4 quarters.
  • Frontier Asset Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $870K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2025.

Based on Frontier Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.