HHM Wealth Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

HHM Wealth Advisors’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
2023 Q2	–	Sell	-10,060	Closed	-$297K	–	832
2023 Q1	$297K	Buy	+10,060	New	+$299K	0.06%	106

Other funds holding KMLM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $105M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return

RWRC

R.W. Roge & Company Bohemia, New York $210M AUM 18.75% 1-Year Est. Return

HHM Wealth Advisors's KMLM Position: Q2 2023 in Review

HHM Wealth Advisors sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2023, closing a stake of 10,060 shares — an estimated $297K sold.

HHM Wealth Advisors first reported a position in KMLM in Q1 2023 and held it in 1 quarter. The position peaked at $297K in Q1 2023. 49 funds tracked by Wall St. Rank hold KMLM as of Q2 2023.

HHM Wealth Advisors reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 10,060 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2023, an estimated $297K.
HHM Wealth Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2023 and held it in 1 quarter.
HHM Wealth Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $297K in Q1 2023.
49 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.