Independent Financial Group’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Independent Financial Group’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	$254K	Buy	+9,221	New	+$264K	﹤0.01%	1349

Other funds holding KMLM

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return