Koshinski Asset Management
KMLM icon

Koshinski Asset Management’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-10
Closed -$316 – 1362
2022
Q1 		$316 Hold
10
– – ﹤0.01% 2122
2021
Q4 		$265 Hold
10
– – ﹤0.01% 2138
2021
Q3 		$290 Buy
+10
New +$284 ﹤0.01% 2147

Other funds holding KMLM

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPW
Pinnacle Private Wealth Andover, Massachusetts $256M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Koshinski Asset Management's KMLM Position: Q2 2022 in Review

Koshinski Asset Management sold out of KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) in Q2 2022, closing a stake of 10 shares — an estimated $316 sold.

Koshinski Asset Management first reported a position in KMLM in Q3 2021 and held it in 3 quarters. The position peaked at $316 in Q1 2022. 18 funds tracked by Wall St. Rank hold KMLM as of Q2 2022.

  • Koshinski Asset Management reported no remaining KFA Mount Lucas Managed Futures Index Strategy ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 10 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2022, an estimated $316.
  • Koshinski Asset Management first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $316 in Q1 2022.
  • 18 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.