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

Latitude 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
Q1 		$2.24M Buy
79,276
+529
+0.7% +$14.3K 1.02% 19
2025
Q4 		$2.04M Buy
78,747
+7,454
+10% +$199K 0.9% 21
2025
Q3 		$1.92M Sell
71,293
-2,588
-4% -$69.2K 0.88% 23
2025
Q2 		$1.95M Sell
73,881
-8,660
-10% -$228K 0.98% 19
2025
Q1 		$2.25M Buy
82,541
+31,502
+62% +$864K 1.31% 13
2024
Q4 		$1.43M Buy
51,039
+453
+0.9% +$12.7K 0.81% 28
2024
Q3 		$1.48M Buy
+50,586
New +$1.49M 0.84% 26
2023
Q4 		– Sell
-6,408
Closed -$209K – 181
2023
Q3 		$209K Buy
+6,408
New +$201K 0.15% 153
2023
Q2 		– Sell
-49,647
Closed -$1.46M – 186
2023
Q1 		$1.46M Sell
49,647
-2,360
-5% -$70.2K 1.06% 22
2022
Q4 		$1.59M Buy
52,007
+46,136
+786% +$1.65M 1.19% 18
2022
Q3 		$225K Buy
+5,871
New +$210K 0.19% 125

Other funds holding KMLM

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
TBC
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
AIG
Abbington Investment Group Westport, Connecticut $172M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 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 $147M AUM 9.1% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Latitude Advisors's KMLM Position: Q1 2026 in Review

Latitude Advisors increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 0.67% in Q1 2026, buying an estimated $14.3K and bringing the position to 79,276 shares worth $2.24M. The position accounts for 1.02% of the portfolio, ranked #19.

Latitude Advisors first reported a position in KMLM in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.25M in Q1 2025. 50 funds tracked by Wall St. Rank hold KMLM as of Q1 2026.

  • Latitude Advisors held 79,276 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $2.24M as of Q1 2026.
  • Latitude Advisors bought 529 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q1 2026, an estimated $14.3K.
  • KFA Mount Lucas Managed Futures Index Strategy ETF made up 1.02% of Latitude Advisors's portfolio in Q1 2026, its #19 holding.
  • Latitude Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2022 and has held it in 11 quarters since.
  • Latitude Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $2.25M in Q1 2025.
  • 50 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q1 2026.

Based on Latitude Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.