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

Invested 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
2026
Q2 		$356K Buy
+12,929
New +$370K 0.31% 90

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 22.96% 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
IIM
Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 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

Invested Advisors's KMLM Position: Q2 2026 in Review

Invested Advisors opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026: 12,929 shares worth $356K. The stake represents 0.31% of the portfolio and ranks #90 among its holdings.

28 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

  • Invested Advisors held 12,929 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $356K as of Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Invested Advisors position in Q2 2026.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.31% of Invested Advisors's portfolio in Q2 2026, its #90 holding.
  • 28 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.