GWN Securities
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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

Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Ted Buchan & Co
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
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
Illumine Investment Management
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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Magnolia Private Wealth
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 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.