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Hobbs Group Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Hobbs Group 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
2024
Q4 		– Sell
-3,553
Closed -$104K – 398
2024
Q3 		$104K Sell
3,553
-185
-5% -$5.46K 0.04% 199
2024
Q2 		$109K Buy
+3,738
New +$111K 0.04% 183
2023
Q4 		$3.54K Buy
+123
New +$3.8K ﹤0.01% 430

Other funds holding KMLM

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Hobbs Group Advisors's KMLM Position: Q4 2024 in Review

Hobbs Group Advisors sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2024, closing a stake of 3,553 shares — an estimated $104K sold.

Hobbs Group Advisors first reported a position in KMLM in Q4 2023 and held it in 3 quarters. The position peaked at $109K in Q2 2024. 57 funds tracked by Wall St. Rank hold KMLM as of Q4 2024.

  • Hobbs Group Advisors reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 3,553 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2024, an estimated $104K.
  • Hobbs Group Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $109K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.