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 Q2	$2.17M	Sell	78,827 -449	-0.6%	-$12.9K	0.87%	25
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

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

Latitude Advisors's KMLM Position: Q2 2026 in Review

Latitude Advisors reduced its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 0.57% in Q2 2026, selling an estimated $12.9K and leaving 78,827 shares worth $2.17M. The position accounts for 0.87% of the portfolio, ranked #25.

Latitude Advisors first reported a position in KMLM in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.25M in Q1 2025. 61 funds tracked by Wall St. Rank hold KMLM as of Q2 2026.

Latitude Advisors held 78,827 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $2.17M as of Q2 2026.
Latitude Advisors sold 449 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q2 2026, an estimated $12.9K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.87% of Latitude Advisors's portfolio in Q2 2026, its #25 holding.
Latitude Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q3 2022 and has held it in 12 quarters since.
Latitude Advisors's KFA Mount Lucas Managed Futures Index Strategy ETF position peaked at $2.25M in Q1 2025.
61 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.