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

GeoWealth 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 		– Sell
-93,321
Closed -$2.63M – 926
2026
Q1 		$2.63M Buy
+93,321
New +$2.52M 0.09% 131

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

GeoWealth Management's KMLM Position: Q2 2026 in Review

GeoWealth Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026, closing a stake of 93,321 shares — an estimated $2.63M sold.

GeoWealth Management first reported a position in KMLM in Q1 2026 and held it in 1 quarter. The position peaked at $2.63M in Q1 2026. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • GeoWealth Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 93,321 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $2.63M.
  • GeoWealth Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2026 and held it in 1 quarter.
  • GeoWealth Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $2.63M in Q1 2026.
  • 61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.