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

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