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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
Q3 		$297K Buy
9,547
+326
+4% +$9.62K 0.01% 1262
2026
Q2 		$254K Buy
+9,221
New +$264K ﹤0.01% 1349

Other funds holding KMLM

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Independent Financial Group's KMLM Position: Q3 2026 in Review

Independent Financial Group increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 3.5% in Q3 2026, buying an estimated $9.62K and bringing the position to 9,547 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #1262.

Independent Financial Group first reported a position in KMLM in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold KMLM as of Q3 2026.

  • Independent Financial Group held 9,547 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $297K as of Q3 2026.
  • Independent Financial Group bought 326 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2026, an estimated $9.62K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1262 holding.
  • Independent Financial Group first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.