Kovack Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Kovack Advisors’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	$417K	Sell	15,135 -56,284	-79%	-$1.61M	0.02%	681
2026 Q1	$2.02M	Buy	+71,419	New	+$1.93M	0.11%	188

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

Kovack Advisors's KMLM Position: Q2 2026 in Review

Kovack Advisors reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 79% in Q2 2026, selling an estimated $1.61M and leaving 15,135 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #681.

Kovack Advisors first reported a position in KMLM in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.02M in Q1 2026. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Kovack Advisors held 15,135 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $417K as of Q2 2026.
Kovack Advisors sold 56,284 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $1.61M.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #681 holding.
Kovack Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q1 2026 and has held it in 2 quarters since.
Kovack Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $2.02M in Q1 2026.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.