IIM
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Illumine Investment Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Illumine Investment Management’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
2026
Q2 		– Sell
-109,677
Closed -$3.14M – 11
2026
Q1 		$3.09M Buy
109,677
+265
+0.2% +$7.14K 2.38% 11
2025
Q4 		$2.84M Sell
109,412
-440
-0.4% -$11.7K 2.07% 15
2025
Q3 		$2.96M Buy
109,852
+911
+0.8% +$24.4K 2.11% 16
2025
Q2 		$2.87M Sell
108,941
-182
-0.2% -$4.79K 2.29% 14
2025
Q1 		$2.98M Buy
109,123
+20,453
+23% +$561K 2.44% 11
2024
Q4 		$2.49M Buy
+88,670
New +$2.49M 2.05% 16

Other funds holding KMLM

TBC
Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $496M AUM 33.57% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Illumine Investment Management's KMLM Position: Q2 2026 in Review

Illumine Investment Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026, closing a stake of 109,677 shares — an estimated $3.14M sold.

Illumine Investment Management first reported a position in KMLM in Q4 2024 and held it in 6 quarters. The position peaked at $3.09M in Q1 2026. 25 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • Illumine Investment Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Illumine Investment Management sold 109,677 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $3.14M.
  • Illumine Investment Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2024 and held it in 6 quarters.
  • Illumine Investment Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.09M in Q1 2026.
  • 25 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.