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 Q2	$221K	Hold	8,048	–	–	0.03%	235
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

TBC

Ted Buchan & Co San Diego, California $306M AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

LFA

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

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

IIM

Illumine Investment Management Poulsbo, Washington $154M AUM 52.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

IPG Investment Advisors's KMLM Position: Q2 2026 in Review

IPG Investment Advisors held its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) position steady in Q2 2026 at 8,048 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #235.

IPG Investment Advisors first reported a position in KMLM in Q2 2024 and has held it in 9 quarters since. The position peaked at $244K in Q3 2024. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

IPG Investment Advisors held 8,048 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $221K as of Q2 2026.
IPG Investment Advisors left its KFA Mount Lucas Managed Futures Index Strategy ETF share count unchanged in Q2 2026.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.03% of IPG Investment Advisors's portfolio in Q2 2026, its #235 holding.
IPG Investment Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q2 2024 and has held it in 9 quarters since.
IPG Investment Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $244K in Q3 2024.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.