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

IFP 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	-56	Closed	-$1.64K	–	4633
2024 Q3	$1.64K	Buy	+56	New	+$1.65K	﹤0.01%	2972
2023 Q1	–	Sell	-132	Closed	-$4K	–	3964
2022 Q4	$4K	Buy	+132	New	+$4.74K	﹤0.01%	3907

Other funds holding KMLM

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $306M AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

IFP Advisors's KMLM Position: Q4 2024 in Review

IFP Advisors sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q4 2024, closing a stake of 56 shares — an estimated $1.64K sold.

IFP Advisors first reported a position in KMLM in Q4 2022 and held it in 2 quarters. The position peaked at $4K in Q4 2022. 57 funds tracked by Wall St. Rank hold KMLM as of Q4 2024.

IFP Advisors reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q4 2024 after selling out during the quarter.
IFP Advisors sold 56 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q4 2024, an estimated $1.64K.
IFP Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2022 and held it in 2 quarters.
IFP Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $4K in Q4 2022.
57 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.