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GWN Securities’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

GWN Securities’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
Q2 		– Sell
-82,540
Closed -$2.25M – 578
2025
Q1 		$2.25M Buy
+82,540
New +$2.26M 0.13% 186

Other funds holding KMLM

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return

GWN Securities's KMLM Position: Q2 2025 in Review

GWN Securities sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2025, closing a stake of 82,540 shares — an estimated $2.25M sold.

GWN Securities first reported a position in KMLM in Q1 2025 and held it in 1 quarter. The position peaked at $2.25M in Q1 2025. 49 funds tracked by Wall St. Rank hold KMLM as of Q2 2025.

  • GWN Securities reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 82,540 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2025, an estimated $2.25M.
  • GWN Securities first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $2.25M in Q1 2025.
  • 49 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.