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

IPG Investment 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 Q1	$227K	Hold	8,048	–	–	0.04%	209
2025 Q4	$209K	Hold	8,048	–	–	0.04%	206
2025 Q3	$217K	Sell	8,048 -308	-4%	-$8.23K	0.04%	193
2025 Q2	$220K	Hold	8,356	–	–	0.04%	158
2025 Q1	$228K	Hold	8,356	–	–	0.05%	148
2024 Q4	$235K	Hold	8,356	–	–	0.05%	146
2024 Q3	$244K	Buy	8,356 +1,334	+19%	+$39.4K	0.05%	142
2024 Q2	$205K	Buy	+7,022	New	+$209K	0.04%	159

Other funds holding KMLM

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Abbington Investment Group Westport, Connecticut $172M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

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

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return