Golden State Equity Partners’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Golden State Equity 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	–	Sell	-34,595	Closed	-$976K	–	1100
2026 Q1	$976K	Buy	+34,595	New	+$933K	0.07%	294

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

Golden State Equity Partners's KMLM Position: Q2 2026 in Review

Golden State Equity Partners sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026, closing a stake of 34,595 shares — an estimated $976K sold.

Golden State Equity Partners first reported a position in KMLM in Q1 2026 and held it in 1 quarter. The position peaked at $976K in Q1 2026. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Golden State Equity Partners reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 34,595 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $976K.
Golden State Equity Partners first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $976K 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 Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.