Global Retirement Partners’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Global Retirement Partners’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	$3.58K	Buy	+130	New	+$3.72K	﹤0.01%	3810
2025 Q4	$6.72K	Buy	+259	New	+$6.91K	﹤0.01%	3323

Other funds holding KMLM

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Global Retirement Partners's KMLM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 130 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #3810 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KMLM as recently as Q4 2025.

Global Retirement Partners first reported a position in KMLM in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.72K in Q4 2025. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Global Retirement Partners held 130 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $3.58K as of Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF was a new Global Retirement Partners position in Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3810 holding.
Global Retirement Partners first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2025 and has held it in 2 quarters since.
Global Retirement Partners's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $6.72K in Q4 2025.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.