Kitching Partners’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Kitching Partners’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	–	Sell	-15,380	Closed	-$399K	–	42
2025 Q4	$399K	Sell	15,380 -28,052	-65%	-$748K	0.36%	23
2025 Q3	$1.17M	Buy	43,432 +1,784	+4%	+$47.7K	1.1%	13
2025 Q2	$1.1M	Buy	41,648 +3,103	+8%	+$81.7K	1.11%	13
2025 Q1	$1.05M	Sell	38,545 -4,621	-11%	-$127K	1.21%	12
2024 Q4	$1.21M	Buy	43,166 +1,133	+3%	+$31.8K	1.55%	11
2024 Q3	$1.23M	Buy	42,033 +29,054	+224%	+$857K	1.65%	11
2024 Q2	$378K	Buy	12,979 +1,781	+16%	+$53K	0.69%	13
2024 Q1	$335K	Buy	+11,198	New	+$326K	0.64%	14

Other funds holding KMLM

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

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

AIG

Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Kitching Partners's KMLM Position: Q1 2026 in Review

Kitching Partners sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q1 2026, closing a stake of 15,380 shares — an estimated $399K sold.

Kitching Partners first reported a position in KMLM in Q1 2024 and held it in 8 quarters. The position peaked at $1.23M in Q3 2024. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

Kitching Partners reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q1 2026 after selling out during the quarter.
Kitching Partners sold 15,380 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $399K.
Kitching Partners first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2024 and held it in 8 quarters.
Kitching Partners's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $1.23M in Q3 2024.
50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Kitching Partners's 13F filing for Q1 2026, filed 6 May 2026.