Jeff Yass’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Jeff Yass’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	–	Sell	-37,970	Closed	-$1.07M	–	14002
2026 Q1	$1.07M	Buy	37,970 +18,516	+95%	+$499K	﹤0.01%	7717
2025 Q4	$505K	Buy	+19,454	New	+$519K	﹤0.01%	8761
2025 Q3	–	Sell	-51,580	Closed	-$1.36M	–	13197
2025 Q2	$1.36M	Sell	51,580 -28,773	-36%	-$758K	﹤0.01%	6668
2025 Q1	$2.19M	Buy	80,353 +26,712	+50%	+$733K	﹤0.01%	5317
2024 Q4	$1.51M	Buy	+53,641	New	+$1.51M	﹤0.01%	5948
2024 Q2	–	Sell	-10,901	Closed	-$326K	–	12689
2024 Q1	$326K	Sell	10,901 -66,020	-86%	-$1.92M	﹤0.01%	9526
2023 Q4	$2.22M	Buy	76,921 +51,700	+205%	+$1.6M	﹤0.01%	5142
2023 Q3	$821K	Sell	25,221 -49,547	-66%	-$1.55M	﹤0.01%	7086
2023 Q2	$2.28M	Sell	74,768 -37,792	-34%	-$1.15M	﹤0.01%	4887
2023 Q1	$3.32M	Buy	112,560 +86,487	+332%	+$2.57M	﹤0.01%	4125
2022 Q4	$797K	Sell	26,073 -3,223	-11%	-$116K	﹤0.01%	6685
2022 Q3	$1.12M	Buy	29,296 +9,861	+51%	+$352K	﹤0.01%	6329
2022 Q2	$677K	Buy	19,435 +12,519	+181%	+$444K	﹤0.01%	7507
2022 Q1	$218K	Buy	+6,916	New	+$202K	﹤0.01%	11033
2021 Q4	–	Sell	-7,495	Closed	-$217K	–	13522
2021 Q3	$217K	Sell	7,495 -12,460	-62%	-$354K	﹤0.01%	11307
2021 Q2	$581K	Sell	19,955 -10,251	-34%	-$296K	﹤0.01%	9236
2021 Q1	$834K	Buy	+30,206	New	+$825K	﹤0.01%	8193

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

Jeff Yass's KMLM Position: Q2 2026 in Review

Jeff Yass sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2026, closing a stake of 37,970 shares — an estimated $1.07M sold.

Jeff Yass first reported a position in KMLM in Q1 2021 and held it in 17 quarters. The position peaked at $3.32M in Q1 2023. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Jeff Yass reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 37,970 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $1.07M.
Jeff Yass first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2021 and held it in 17 quarters.
Jeff Yass's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $3.32M in Q1 2023.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.