JWM
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Janiczek Wealth Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$380 Buy
+13
New +$387 ﹤0.01% 1018

Other funds holding KMLM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janiczek Wealth Management's KMLM Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2024: 13 shares worth $380. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings.

55 funds tracked by Wall St. Rank hold KMLM as of Q2 2024.

  • Janiczek Wealth Management held 13 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $380 as of Q2 2024.
  • KFA Mount Lucas Managed Futures Index Strategy ETF was a new Janiczek Wealth Management position in Q2 2024.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1018 holding.
  • 55 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.